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

First Horizon 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 Q2	$3.67K	Sell	150 -181	-55%	-$4.09K	﹤0.01%	1908
2025 Q1	$7.31K	Buy	331 +181	+121%	+$4.21K	﹤0.01%	1711
2024 Q4	$3.48K	Hold	150	–	–	﹤0.01%	1884
2024 Q3	$3.39K	Hold	150	–	–	﹤0.01%	1900
2024 Q2	$3.21K	Hold	150	–	–	﹤0.01%	1863
2024 Q1	$3.1K	Hold	150	–	–	﹤0.01%	1925
2023 Q4	$2.82K	Buy	+150	New	+$2.63K	﹤0.01%	1937

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 $1.81B AUM 22.3% 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

First Horizon Advisors's SCHX Position: Q2 2025 in Review

First Horizon Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 55% in Q2 2025, selling an estimated $4.09K and leaving 150 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

First Horizon Advisors first reported a position in SCHX in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.31K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

First Horizon Advisors held 150 shares of Schwab US Large- Cap ETF worth $3.67K as of Q2 2025.
First Horizon Advisors sold 181 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $4.09K.
Schwab US Large- Cap ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1908 holding.
First Horizon Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 7 quarters since.
First Horizon Advisors's Schwab US Large- Cap ETF position peaked at $7.31K in Q1 2025.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.