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Everest Management Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Everest Management Corp’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
Q4 		– Sell
-54,462
Closed -$1.43M – 68
2025
Q3 		$1.43M Hold
54,462
– – 0.91% 20
2025
Q2 		$1.33M Buy
+54,462
New +$1.23M 0.96% 19

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Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Everest Management Corp's SCHX Position: Q4 2025 in Review

Everest Management Corp sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 54,462 shares — an estimated $1.43M sold.

Everest Management Corp first reported a position in SCHX in Q2 2025 and held it in 2 quarters. The position peaked at $1.43M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Everest Management Corp reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Everest Management Corp sold 54,462 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $1.43M.
  • Everest Management Corp first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 2 quarters.
  • Everest Management Corp's Schwab US Large- Cap ETF position peaked at $1.43M in Q3 2025.
  • 1,554 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Everest Management Corp's 13F filing for Q4 2025, filed 2 Feb 2026.