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Chronos Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chronos Wealth Management’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
Q1 		– Sell
-11,030
Closed -$256K – 43
2024
Q4 		$256K Sell
11,030
-691
-6% -$16.1K 0.13% 37
2024
Q3 		$265K Buy
+11,721
New +$255K 0.14% 37

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Chronos Wealth Management's SCHX Position: Q1 2025 in Review

Chronos Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 11,030 shares — an estimated $256K sold.

Chronos Wealth Management first reported a position in SCHX in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Chronos Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Chronos Wealth Management sold 11,030 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $256K.
  • Chronos Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 2 quarters.
  • Chronos Wealth Management's Schwab US Large- Cap ETF position peaked at $265K in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Chronos Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.