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Corepath Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Corepath Wealth Partners’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
-9,375
Closed -$217K – 32
2024
Q4 		$217K Sell
9,375
-18,525
-66% -$432K 0.21% 28
2024
Q3 		$214K Buy
+27,900
New +$608K 0.21% 28

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Corepath Wealth Partners's SCHX Position: Q1 2025 in Review

Corepath Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 9,375 shares — an estimated $217K sold.

Corepath Wealth Partners first reported a position in SCHX in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Corepath Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Corepath Wealth Partners sold 9,375 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $217K.
  • Corepath Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 2 quarters.
  • Corepath Wealth Partners's Schwab US Large- Cap ETF position peaked at $217K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Corepath Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.