Congress Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Congress Wealth Management’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 Q2	$33.3M	Buy	1,361,734 +392	+0%	+$8.86K	0.32%	69
2025 Q1	$30.1M	Sell	1,361,342 -962	-0.1%	-$22.4K	0.36%	61
2024 Q4	$31.6M	Buy	1,362,304 +4,618	+0.3%	+$108K	0.43%	53
2024 Q3	$30.7M	Sell	1,357,686 -21,849	-2%	-$476K	0.41%	59
2024 Q2	$29.5M	Sell	1,379,535 -48,312	-3%	-$998K	0.47%	44
2024 Q1	$29.5M	Sell	1,427,847 -16,425	-1%	-$323K	0.51%	44
2023 Q4	$27.2M	Sell	1,444,272 -17,862	-1%	-$314K	0.5%	45
2023 Q3	$24.7M	Sell	1,462,134 -256,623	-15%	-$4.5M	0.51%	42
2023 Q2	$30M	Sell	1,718,757 -93,153	-5%	-$1.54M	0.7%	30
2023 Q1	$29.2M	Buy	1,811,910 +63,204	+4%	+$995K	0.7%	27
2022 Q4	$26.3M	Sell	1,748,706 -71,172	-4%	-$1.08M	0.68%	30
2022 Q3	$25.7M	Buy	1,819,878 +16,785	+0.9%	+$263K	0.69%	29
2022 Q2	$26.8M	Buy	1,803,093 +120,162	+7%	+$1.95M	0.69%	28
2022 Q1	$30.2M	Sell	1,682,931 -606,651	-26%	-$10.7M	0.66%	30
2021 Q4	$43.4M	Buy	+2,289,582	New	+$42.3M	0.86%	25

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $13.5B AUM 24.62% 1-Year Est. Return

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

SFG

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Congress Wealth Management's SCHX Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2025, buying an estimated $8.86K and bringing the position to 1,361,734 shares worth $33.3M. The position accounts for 0.32% of the portfolio, ranked #69.

Congress Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. The position peaked at $43.4M in Q4 2021. 1,405 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Congress Wealth Management held 1,361,734 shares of Schwab US Large- Cap ETF worth $33.3M as of Q2 2025.
Congress Wealth Management bought 392 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $8.86K.
Schwab US Large- Cap ETF made up 0.32% of Congress Wealth Management's portfolio in Q2 2025, its #69 holding.
Congress Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Schwab US Large- Cap ETF position peaked at $43.4M in Q4 2021.
1,405 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.