Carolinas Wealth Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-5,319	Closed	-$117K	–	772
2025 Q1	$117K	Sell	5,319 -1	-0%	-$23	0.03%	221
2024 Q4	$123K	Sell	5,320 -2	-0%	-$47	0.02%	227
2024 Q3	$120K	Hold	5,322	–	–	0.02%	231
2024 Q2	$114K	Buy	5,322 +3	+0.1%	+$62	0.02%	239
2024 Q1	$110K	Buy	5,319 +3,342	+169%	+$65.8K	0.02%	243
2023 Q4	$37.2K	Hold	1,977	–	–	0.01%	375
2023 Q3	$32.5K	Sell	1,977 -114	-5%	-$2K	0.01%	365
2023 Q2	$36.5K	Sell	2,091 -252	-11%	-$4.16K	0.01%	397
2023 Q1	$37.8K	Hold	2,343	–	–	0.01%	400
2022 Q4	$35.2K	Hold	2,343	–	–	0.01%	400
2022 Q3	$33K	Hold	2,343	–	–	0.01%	384
2022 Q2	$35K	Sell	2,343 -447	-16%	-$7.24K	0.01%	373
2022 Q1	$50K	Hold	2,790	–	–	0.01%	352
2021 Q4	$53K	Sell	2,790 -270	-9%	-$4.99K	0.01%	357
2021 Q3	$53K	Hold	3,060	–	–	0.01%	335
2021 Q2	$53K	Hold	3,060	–	–	0.01%	359
2021 Q1	$49K	Hold	3,060	–	–	0.01%	370
2020 Q4	$46K	Hold	3,060	–	–	0.01%	356
2020 Q3	$41K	Hold	3,060	–	–	0.01%	304
2020 Q2	$38K	Hold	3,060	–	–	0.02%	228
2020 Q1	$31K	Buy	+3,060	New	+$37.2K	0.02%	137

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Carolinas Wealth Consulting's SCHX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 5,319 shares — an estimated $117K sold.

Carolinas Wealth Consulting first reported a position in SCHX in Q1 2020 and held it in 21 quarters. The position peaked at $123K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5,319 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $117K.
Carolinas Wealth Consulting first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 21 quarters.
Carolinas Wealth Consulting's Schwab US Large- Cap ETF position peaked at $123K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.