Fortress Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fortress Wealth 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 Q2	–	Sell	-9,666	Closed	-$213K	–	73
2025 Q1	$213K	Hold	9,666	–	–	0.11%	67
2024 Q4	$224K	Hold	9,666	–	–	0.11%	66
2024 Q3	$219K	Hold	9,666	–	–	0.11%	67
2024 Q2	$207K	Buy	+9,666	New	+$200K	0.11%	68
2023 Q4	–	Sell	-15,516	Closed	-$262K	–	69
2023 Q3	$262K	Hold	15,516	–	–	0.17%	54
2023 Q2	$271K	Hold	15,516	–	–	0.18%	55
2023 Q1	$250K	Hold	15,516	–	–	0.18%	55
2022 Q4	$234K	Hold	15,516	–	–	0.19%	51
2022 Q3	$219K	Hold	15,516	–	–	0.22%	48
2022 Q2	$231K	Sell	15,516 -4,020	-21%	-$65.1K	0.22%	45
2022 Q1	$351K	Sell	19,536 -1,668	-8%	-$29.5K	0.27%	41
2021 Q4	$402K	Buy	+21,204	New	+$392K	0.3%	38

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

Fortress Wealth Management's SCHX Position: Q2 2025 in Review

Fortress Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 9,666 shares — an estimated $213K sold.

Fortress Wealth Management first reported a position in SCHX in Q4 2021 and held it in 12 quarters. The position peaked at $402K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Fortress Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Fortress Wealth Management sold 9,666 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $213K.
Fortress Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 12 quarters.
Fortress Wealth Management's Schwab US Large- Cap ETF position peaked at $402K in Q4 2021.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Fortress Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.