FGC
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Financial Gravity Companies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Gravity Companies’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 		$65.1K Buy
+2,665
New +$60.3K 0.01% 270
2024
Q4 		$56.6K Hold
2,442
– – 0.01% 268
2024
Q3 		$55.2K Buy
+2,442
New +$53.2K 0.01% 173

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HSA
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MGIA
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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Financial Gravity Companies's SCHX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2025: 2,665 shares worth $65.1K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHX as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHX in Q3 2024 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Financial Gravity Companies held 2,665 shares of Schwab US Large- Cap ETF worth $65.1K as of Q2 2025.
  • Schwab US Large- Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US Large- Cap ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #270 holding.
  • Financial Gravity Companies first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.