CMP
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Coston McIsaac & Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Coston McIsaac & 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
2026
Q1 		$152K Hold
5,943
– – 0.03% 180
2025
Q4 		$159K Hold
5,943
– – 0.04% 166
2025
Q3 		$156K Hold
5,943
– – 0.04% 171
2025
Q2 		$145K Hold
5,943
– – 0.04% 171
2025
Q1 		$131K Hold
5,943
– – 0.04% 153
2024
Q4 		$137K Hold
5,943
– – 0.04% 153
2024
Q3 		$134 Buy
5,943
+3,840
+183% +$83.7K 0.04% 154
2024
Q2 		$45K Hold
2,103
– – 0.01% 278
2024
Q1 		$43K Hold
2,103
– – 0.01% 294
2023
Q4 		$39K Hold
2,103
– – 0.01% 300
2023
Q3 		$35K Hold
2,103
– – 0.01% 298
2023
Q2 		$36K Hold
2,103
– – 0.01% 328
2023
Q1 		$33K Hold
2,103
– – 0.01% 336
2022
Q4 		$31 Buy
+2,103
New +$31.8K 0.01% 355

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return