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

Financial Counselors Inc’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 Q2	–	Sell	-136,291	Closed	-$3.01M	–	430
2025 Q1	$3.01M	Buy	136,291 +2,631	+2%	+$61.2K	0.05%	236
2024 Q4	$3.1M	Sell	133,660 -509	-0.4%	-$11.9K	0.05%	238
2024 Q3	$3.03M	Sell	134,169 -6,171	-4%	-$134K	0.04%	243
2024 Q2	$3.01M	Buy	140,340 +10,710	+8%	+$221K	0.05%	231
2024 Q1	$2.68M	Sell	129,630 -450	-0.3%	-$8.86K	0.05%	240
2023 Q4	$2.45M	Buy	130,080 +486	+0.4%	+$8.54K	0.04%	252
2023 Q3	$2.19M	Sell	129,594 -11,946	-8%	-$210K	0.04%	250
2023 Q2	$2.47M	Buy	141,540 +3,006	+2%	+$49.6K	0.05%	228
2023 Q1	$2.23M	Buy	138,534 +4,416	+3%	+$69.5K	0.05%	240
2022 Q4	$2.02M	Buy	134,118 +3,222	+2%	+$48.8K	0.05%	247
2022 Q3	$1.85M	Sell	130,896 -2,220	-2%	-$34.8K	0.05%	243
2022 Q2	$1.98M	Buy	133,116 +1,452	+1%	+$23.5K	0.05%	238
2022 Q1	$2.36M	Hold	131,664	–	–	0.05%	236
2021 Q4	$2.5M	Buy	131,664 +17,706	+16%	+$327K	0.05%	231
2021 Q3	$1.98M	Buy	113,958 +4,590	+4%	+$81.9K	0.04%	257
2021 Q2	$1.9M	Hold	109,368	–	–	0.04%	264
2021 Q1	$1.75M	Sell	109,368 -210	-0.2%	-$3.29K	0.04%	266
2020 Q4	$1.66M	Hold	109,578	–	–	0.04%	265
2020 Q3	$1.47M	Buy	109,578 +210	+0.2%	+$2.79K	0.04%	257
2020 Q2	$1.35M	Hold	109,368	–	–	0.04%	274
2020 Q1	$1.12M	Hold	109,368	–	–	0.05%	247
2019 Q4	$1.4M	Hold	109,368	–	–	0.05%	254
2019 Q3	$1.29M	Hold	109,368	–	–	0.05%	253
2019 Q2	$1.28M	Hold	109,368	–	–	0.05%	254
2019 Q1	$1.23M	Buy	109,368 +1,920	+2%	+$20.8K	0.05%	249
2018 Q4	$1.07M	Buy	107,448 +4,338	+4%	+$46.6K	0.05%	256
2018 Q3	$1.2M	Hold	103,110	–	–	0.05%	262
2018 Q2	$1.12M	Buy	103,110 +12,420	+14%	+$134K	0.05%	260
2018 Q1	$953K	Hold	90,690	–	–	0.05%	278
2017 Q4	$964K	Sell	90,690 -7,620	-8%	-$78.9K	0.04%	279
2017 Q3	$984K	Hold	98,310	–	–	0.05%	274
2017 Q2	$946K	Hold	98,310	–	–	0.05%	289
2017 Q1	$922K	Sell	98,310 -3,930	-4%	-$36.3K	0.05%	288
2016 Q4	$908K	Buy	+102,240	New	+$888K	0.05%	284

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Financial Counselors Inc's SCHX Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 136,291 shares — an estimated $3.01M sold.

Financial Counselors Inc first reported a position in SCHX in Q4 2016 and held it in 34 quarters. The position peaked at $3.1M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Financial Counselors Inc reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 136,291 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $3.01M.
Financial Counselors Inc first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 34 quarters.
Financial Counselors Inc's Schwab US Large- Cap ETF position peaked at $3.1M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.