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Clarius Group LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clarius Group LLC’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
Q4 		$638K Hold
23,712
– – 0.04% 170
2025
Q3 		$625K Hold
23,712
– – 0.04% 177
2025
Q2 		$580K Buy
+23,712
New +$536K 0.03% 226

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $70.8B AUM 21.68% 1-Year Est. Return

Clarius Group LLC's SCHX Position: Q4 2025 in Review

Clarius Group LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2025 at 23,712 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #170.

Clarius Group LLC first reported a position in SCHX in Q2 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Clarius Group LLC held 23,712 shares of Schwab US Large- Cap ETF worth $638K as of Q4 2025.
  • Clarius Group LLC left its Schwab US Large- Cap ETF share count unchanged in Q4 2025.
  • Schwab US Large- Cap ETF made up 0.04% of Clarius Group LLC's portfolio in Q4 2025, its #170 holding.
  • Clarius Group LLC first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.