CFG
SCHX icon

Carter Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carter Financial Group’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
-12,322
Closed -$301K – 127
2025
Q2 		$301K Buy
+12,322
New +$279K 0.2% 79
2022
Q1 		$224K Buy
+12,462
New +$221K 0.3% 51

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
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

Carter Financial Group's SCHX Position: Q3 2025 in Review

Carter Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 12,322 shares — an estimated $301K sold.

Carter Financial Group first reported a position in SCHX in Q1 2022 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Carter Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 12,322 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $301K.
  • Carter Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's Schwab US Large- Cap ETF position peaked at $301K in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.