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EnRich Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

EnRich Financial 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
-831
Closed -$19.3K – 188
2024
Q4 		$19.3K Buy
831
+87
+12% +$2.03K 0.01% 142
2024
Q3 		$16.8K Hold
744
– – 0.01% 151
2024
Q2 		$15.9K Buy
744
+219
+42% +$4.53K 0.01% 154
2024
Q1 		$10.9K Buy
+525
New +$10.3K ﹤0.01% 158

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

EnRich Financial Partners's SCHX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 831 shares — an estimated $19.3K sold.

EnRich Financial Partners first reported a position in SCHX in Q1 2024 and held it in 4 quarters. The position peaked at $19.3K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 831 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $19.3K.
  • EnRich Financial Partners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab US Large- Cap ETF position peaked at $19.3K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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