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Fortitude Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fortitude Family Office’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 		– Sell
-2,730
Closed -$66.7K – 2121
2025
Q2 		$66.7K Hold
2,730
– – 0.02% 208
2025
Q1 		$60.3K Hold
2,730
– – 0.02% 197
2024
Q4 		$63.3K Hold
2,730
– – 0.02% 222
2024
Q3 		$61.7K Hold
2,730
– – 0.02% 210
2024
Q2 		$58.5K Hold
2,730
– – 0.03% 157
2024
Q1 		$56.5K Hold
2,730
– – 0.04% 137
2023
Q4 		$51.3K Buy
+2,730
New +$47.9K 0.04% 166

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HBK Sorce Advisory
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SEI Investments
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $67.3B AUM 21.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Fortitude Family Office's SCHX Position: Q3 2025 in Review

Fortitude Family Office sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 2,730 shares — an estimated $66.7K sold.

Fortitude Family Office first reported a position in SCHX in Q4 2023 and held it in 7 quarters. The position peaked at $66.7K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Fortitude Family Office reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 2,730 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $66.7K.
  • Fortitude Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 7 quarters.
  • Fortitude Family Office's Schwab US Large- Cap ETF position peaked at $66.7K in Q2 2025.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.