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Financial Advocates Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Advocates Investment Management’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 		$253K Sell
9,595
-59,476
-86% -$1.51M 0.14% 93
2025
Q2 		$1.69M Sell
69,071
-2,870
-4% -$64.9K 0.14% 150
2025
Q1 		$1.59M Buy
71,941
+177
+0.2% +$4.12K 0.11% 200
2024
Q4 		$1.67M Sell
71,764
-13,094
-15% -$305K 0.09% 202
2024
Q3 		$2.05M Buy
84,858
+5,514
+7% +$120K 0.12% 179
2024
Q2 		$1.7M Buy
79,344
+3,891
+5% +$80.4K 0.11% 188
2024
Q1 		$1.56M Buy
75,453
+840
+1% +$16.5K 0.09% 217
2023
Q4 		$1.4M Sell
74,613
-4,080
-5% -$71.7K 0.09% 220
2023
Q3 		$1.33M Buy
78,693
+537
+0.7% +$9.42K 0.1% 221
2023
Q2 		$1.36M Sell
78,156
-261
-0.3% -$4.31K 0.1% 218
2023
Q1 		$1.26M Sell
78,417
-15,135
-16% -$238K 0.09% 246
2022
Q4 		$1.41M Buy
93,552
+12,087
+15% +$183K 0.1% 220
2022
Q3 		$1.13M Sell
81,465
-14,205
-15% -$223K 0.09% 232
2022
Q2 		$1.42M Sell
95,670
-145,266
-60% -$2.35M 0.12% 208
2022
Q1 		$4.33M Sell
240,936
-8,262
-3% -$146K 0.29% 83
2021
Q4 		$4.73M Sell
249,198
-14,850
-6% -$274K 0.3% 78
2021
Q3 		$4.58M Buy
264,048
+3,948
+2% +$70.4K 0.31% 78
2021
Q2 		$4.51M Sell
260,100
-46,290
-15% -$781K 0.3% 71
2021
Q1 		$4.68M Buy
306,390
+2,976
+1% +$46.6K 0.33% 64
2020
Q4 		$4.58M Sell
303,414
-5,706
-2% -$81.7K 0.31% 72
2020
Q3 		$4.15M Sell
309,120
-46,002
-13% -$611K 0.35% 62
2020
Q2 		$4.39M Buy
355,122
+9,804
+3% +$114K 0.42% 49
2020
Q1 		$3.52M Sell
345,318
-204,930
-37% -$2.49M 0.5% 47
2019
Q4 		$7.04M Buy
550,248
+29,790
+6% +$365K 0.75% 24
2019
Q3 		$6.15M Sell
520,458
-439,554
-46% -$5.18M 0.7% 27
2019
Q2 		$11.2M Buy
960,012
+28,752
+3% +$330K 1.3% 11
2019
Q1 		$10.5M Buy
931,260
+23,064
+3% +$250K 1.31% 12
2018
Q4 		$9.04M Sell
908,196
-267,876
-23% -$2.88M 1.23% 15
2018
Q3 		$13.6M Sell
1,176,072
-12,318
-1% -$140K 1.52% 11
2018
Q2 		$12.9M Sell
1,188,390
-44,322
-4% -$478K 1.56% 10
2018
Q1 		$13M Sell
1,232,712
-8,934
-0.7% -$97.2K 1.69% 9
2017
Q4 		$13.2M Buy
+1,241,646
New +$12.9M 1.8% 8

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 $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 $5.27B AUM 19.34% 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 Advocates Investment Management's SCHX Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 86% in Q3 2025, selling an estimated $1.51M and leaving 9,595 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #93.

Financial Advocates Investment Management first reported a position in SCHX in Q4 2017 and has held it in 32 quarters since. The position peaked at $13.6M in Q3 2018. 1,442 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Financial Advocates Investment Management held 9,595 shares of Schwab US Large- Cap ETF worth $253K as of Q3 2025.
  • Financial Advocates Investment Management sold 59,476 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $1.51M.
  • Schwab US Large- Cap ETF made up 0.14% of Financial Advocates Investment Management's portfolio in Q3 2025, its #93 holding.
  • Financial Advocates Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Schwab US Large- Cap ETF position peaked at $13.6M in Q3 2018.
  • 1,442 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.