Clearview Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clearview Wealth Advisors’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	$5.71M	Sell	212,105 -766	-0.4%	-$20.5K	3.62%	7
2025 Q3	$5.61M	Buy	212,871 +10,928	+5%	+$278K	3.59%	7
2025 Q2	$4.94M	Buy	201,943 +1,507	+0.8%	+$34.1K	3.44%	7
2025 Q1	$4.43M	Sell	200,436 -10,442	-5%	-$243K	3.31%	7
2024 Q4	$4.89M	Buy	210,878 +3,857	+2%	+$89.9K	3.72%	6
2024 Q3	$4.68M	Buy	207,021 +22,089	+12%	+$481K	3.61%	6
2024 Q2	$3.96M	Buy	+184,932	New	+$3.82M	3.46%	6

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Clearview Wealth Advisors's SCHX Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.36% in Q4 2025, selling an estimated $20.5K and leaving 212,105 shares worth $5.71M. The position accounts for 3.62% of the portfolio, ranked #7.

Clearview Wealth Advisors first reported a position in SCHX in Q2 2024 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Clearview Wealth Advisors held 212,105 shares of Schwab US Large- Cap ETF worth $5.71M as of Q4 2025.
Clearview Wealth Advisors sold 766 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $20.5K.
Schwab US Large- Cap ETF made up 3.62% of Clearview Wealth Advisors's portfolio in Q4 2025, its #7 holding.
Clearview Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 7 quarters since.
1,554 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.