Clarity Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clarity Capital Partners’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	-10,974	Closed	-$254K	–	139
2024 Q4	$254K	Hold	10,974	–	–	0.13%	105
2024 Q3	$248K	Hold	10,974	–	–	0.15%	101
2024 Q2	$235K	Sell	10,974 -1,920	-15%	-$39.7K	0.14%	102
2024 Q1	$267K	Sell	12,894 -9,450	-42%	-$186K	0.18%	99
2023 Q4	$420K	Buy	+22,344	New	+$392K	0.29%	72

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 $5.27B AUM 19.34% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clarity Capital Partners's SCHX Position: Q1 2025 in Review

Clarity Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 10,974 shares — an estimated $254K sold.

Clarity Capital Partners first reported a position in SCHX in Q4 2023 and held it in 5 quarters. The position peaked at $420K in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Clarity Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Clarity Capital Partners sold 10,974 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $254K.
Clarity Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 5 quarters.
Clarity Capital Partners's Schwab US Large- Cap ETF position peaked at $420K in Q4 2023.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.