CWA
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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
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 $4.9B 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 $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return