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Colonial River Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Colonial River Investments’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
-9,884
Closed -$229K – 253
2024
Q4 		$229K Buy
9,884
+872
+10% +$20.3K 0.11% 181
2024
Q3 		$204K Buy
+9,012
New +$196K 0.1% 210

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Colonial River Investments's SCHX Position: Q1 2025 in Review

Colonial River Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 9,884 shares — an estimated $229K sold.

Colonial River Investments first reported a position in SCHX in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Colonial River Investments reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Colonial River Investments sold 9,884 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $229K.
  • Colonial River Investments first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 2 quarters.
  • Colonial River Investments's Schwab US Large- Cap ETF position peaked at $229K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Colonial River Investments's 13F filing for Q1 2025, filed 25 Apr 2025.