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

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
Q3 		$5.29M Sell
200,995
-20,929
-9% -$531K 0.94% 12
2025
Q2 		$5.42M Buy
221,924
+251
+0.1% +$5.67K 1.01% 10
2025
Q1 		$4.89M Sell
221,673
-5,874
-3% -$137K 0.97% 11
2024
Q4 		$5.27M Buy
227,547
+7,962
+4% +$186K 1.01% 11
2024
Q3 		$4.97M Sell
219,585
-357
-0.2% -$7.78K 0.95% 11
2024
Q2 		$4.71M Sell
219,942
-5,073
-2% -$105K 0.96% 11
2024
Q1 		$4.65M Buy
225,015
+228
+0.1% +$4.49K 0.96% 10
2023
Q4 		$4.23M Sell
224,787
-3,291
-1% -$57.8K 0.95% 11
2023
Q3 		$3.85M Sell
228,078
-201
-0.1% -$3.53K 0.95% 12
2023
Q2 		$3.99M Buy
228,279
+273
+0.1% +$4.51K 0.95% 12
2023
Q1 		$3.68M Buy
228,006
+180
+0.1% +$2.83K 0.93% 12
2022
Q4 		$3.43M Sell
227,826
-27,309
-11% -$413K 0.94% 12
2022
Q3 		$3.59M Sell
255,135
-20,397
-7% -$320K 1.25% 10
2022
Q2 		$4.1M Sell
275,532
-6,555
-2% -$106K 1.45% 8
2022
Q1 		$5.06M Buy
282,087
+1,821
+0.6% +$32.2K 1.58% 8
2021
Q4 		$5.32M Sell
280,266
-2,496
-0.9% -$46.1K 1.62% 8
2021
Q3 		$4.9M Sell
282,762
-4,302
-1% -$76.7K 1.66% 8
2021
Q2 		$4.97M Buy
287,064
+16,482
+6% +$278K 1.74% 7
2021
Q1 		$4.33M Sell
270,582
-9,408
-3% -$147K 1.73% 8
2020
Q4 		$4.24M Sell
279,990
-37,416
-12% -$535K 1.89% 7
2020
Q3 		$4.26M Buy
317,406
+25,590
+9% +$340K 2.24% 5
2020
Q2 		$3.6M Buy
291,816
+11,598
+4% +$135K 2.01% 6
2020
Q1 		$2.86M Buy
280,218
+50,430
+22% +$613K 1.94% 7
2019
Q4 		$2.94M Buy
229,788
+49,440
+27% +$606K 1.67% 7
2019
Q3 		$2.13M Buy
180,348
+13,608
+8% +$160K 1.31% 7
2019
Q2 		$1.95M Buy
166,740
+14,454
+9% +$166K 1.25% 10
2019
Q1 		$1.72M Buy
152,286
+62,430
+69% +$676K 1.17% 11
2018
Q4 		$894K Buy
+89,856
New +$964K 0.73% 11

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

Financial Advisors's SCHX Position: Q3 2025 in Review

Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q3 2025, selling an estimated $531K and leaving 200,995 shares worth $5.29M. The position accounts for 0.94% of the portfolio, ranked #12.

Financial Advisors first reported a position in SCHX in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.42M in Q2 2025. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Financial Advisors held 200,995 shares of Schwab US Large- Cap ETF worth $5.29M as of Q3 2025.
  • Financial Advisors sold 20,929 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $531K.
  • Schwab US Large- Cap ETF made up 0.94% of Financial Advisors's portfolio in Q3 2025, its #12 holding.
  • Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's Schwab US Large- Cap ETF position peaked at $5.42M in Q2 2025.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.