DWM
SCHX icon

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

David 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 		$1.41M Buy
57,775
+11,660
+25% +$264K 1.05% 13
2025
Q1 		$1.02M Buy
46,115
+317
+0.7% +$7.38K 0.85% 14
2024
Q4 		$1.06M Buy
+45,798
New +$1.07M 0.88% 15

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

David Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q2 2025, buying an estimated $264K and bringing the position to 57,775 shares worth $1.41M. The position accounts for 1.05% of the portfolio, ranked #13.

David Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 3 quarters since. 1,405 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • David Wealth Management held 57,775 shares of Schwab US Large- Cap ETF worth $1.41M as of Q2 2025.
  • David Wealth Management bought 11,660 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $264K.
  • Schwab US Large- Cap ETF made up 1.05% of David Wealth Management's portfolio in Q2 2025, its #13 holding.
  • David Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.