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Capital Wealth Alliance’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Wealth Alliance’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,368
Closed -$253K – 83
2025
Q2 		$253K Buy
10,368
+275
+3% +$6.22K 0.14% 71
2025
Q1 		$223K Buy
+10,093
New +$235K 0.13% 69

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MGIA
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HSA
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capital Wealth Alliance's SCHX Position: Q3 2025 in Review

Capital Wealth Alliance sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 10,368 shares — an estimated $253K sold.

Capital Wealth Alliance first reported a position in SCHX in Q1 2025 and held it in 2 quarters. The position peaked at $253K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Capital Wealth Alliance reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Wealth Alliance sold 10,368 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $253K.
  • Capital Wealth Alliance first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 2 quarters.
  • Capital Wealth Alliance's Schwab US Large- Cap ETF position peaked at $253K in Q2 2025.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Capital Wealth Alliance's 13F filing for Q3 2025, filed 3 Nov 2025.