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Elios Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elios Financial Group’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 		$1.38M Buy
56,504
+6,146
+12% +$139K 0.63% 42
2025
Q1 		$1.11M Buy
50,358
+3,128
+7% +$72.8K 0.55% 41
2024
Q4 		$1.09M Buy
47,230
+754
+2% +$17.6K 0.52% 42
2024
Q3 		$1.05M Buy
+46,476
New +$1.01M 0.49% 49

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

Elios Financial Group's SCHX Position: Q2 2025 in Review

Elios Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2025, buying an estimated $139K and bringing the position to 56,504 shares worth $1.38M. The position accounts for 0.63% of the portfolio, ranked #42.

Elios Financial Group first reported a position in SCHX in Q3 2024 and has held it in 4 quarters since. 1,405 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Elios Financial Group held 56,504 shares of Schwab US Large- Cap ETF worth $1.38M as of Q2 2025.
  • Elios Financial Group bought 6,146 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $139K.
  • Schwab US Large- Cap ETF made up 0.63% of Elios Financial Group's portfolio in Q2 2025, its #42 holding.
  • Elios Financial Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.