Consolidated Portfolio Review Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-300,383	Closed	-$7.91M	–	328
2025 Q3	$7.91M	Buy	300,383 +13,995	+5%	+$355K	0.99%	15
2025 Q2	$7M	Buy	286,388 +6,016	+2%	+$136K	0.97%	17
2025 Q1	$6.19M	Buy	280,372 +8,019	+3%	+$187K	0.99%	17
2024 Q4	$6.31M	Buy	272,353 +15,466	+6%	+$360K	1%	17
2024 Q3	$5.81M	Buy	256,887 +5,778	+2%	+$126K	1.3%	15
2024 Q2	$5.38M	Buy	251,109 +15,363	+7%	+$317K	1.25%	16
2024 Q1	$4.88M	Buy	235,746 +3,651	+2%	+$71.9K	1.28%	16
2023 Q4	$4.36M	Buy	+232,095	New	+$4.08M	1%	19

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCHX Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 300,383 shares — an estimated $7.91M sold.

Consolidated Portfolio Review Corp first reported a position in SCHX in Q4 2023 and held it in 8 quarters. The position peaked at $7.91M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 300,383 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $7.91M.
Consolidated Portfolio Review Corp first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's Schwab US Large- Cap ETF position peaked at $7.91M in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.