Fairfield Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fairfield Financial Advisors’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	-321	Closed	-$7.44K	–	170
2024 Q4	$7.44K	Hold	321	–	–	﹤0.01%	212
2024 Q3	$7.25K	Buy	321 +3	+0.9%	+$65	﹤0.01%	236
2024 Q2	$6.83K	Buy	+318	New	+$6.57K	﹤0.01%	228
2023 Q4	$5.97K	Buy	318 +3	+1%	+$53	﹤0.01%	261
2023 Q3	$5.34K	Hold	315	–	–	﹤0.01%	255
2023 Q2	$5.5K	Hold	315	–	–	﹤0.01%	269
2023 Q1	$4.99K	Buy	315 +3	+1%	+$47	﹤0.01%	272
2022 Q4	$4.71K	Hold	312	–	–	﹤0.01%	256
2022 Q3	$4.4K	Buy	312 +3	+1%	+$47	﹤0.01%	263
2022 Q2	$4.62K	Hold	309	–	–	﹤0.01%	246
2022 Q1	$5.54K	Buy	+309	New	+$5.47K	﹤0.01%	257

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Fairfield Financial Advisors's SCHX Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 321 shares — an estimated $7.44K sold.

Fairfield Financial Advisors first reported a position in SCHX in Q1 2022 and held it in 11 quarters. The position peaked at $7.44K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Fairfield Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 321 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $7.44K.
Fairfield Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Schwab US Large- Cap ETF position peaked at $7.44K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.