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

FSA 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
Q3 		– Sell
-10,354
Closed -$253K – 171
2025
Q2 		$253K Sell
10,354
-1,702
-14% -$38.5K 0.21% 142
2025
Q1 		$266K Sell
12,056
-67
-0.6% -$1.56K 0.21% 140
2024
Q4 		$281K Sell
12,123
-1,320
-10% -$30.8K 0.34% 103
2024
Q3 		$303K Sell
13,443
-1,746
-11% -$38K 0.3% 99
2024
Q2 		$324K Sell
15,189
-297
-2% -$6.14K 0.34% 90
2024
Q1 		$320K Sell
15,486
-15,363
-50% -$302K 0.34% 83
2023
Q4 		$580K Buy
+30,849
New +$542K 0.72% 41

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MGIA
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HSA
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SEI Investments
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Northwestern Mutual Wealth Management
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SFG
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Wealth Enhancement Advisory Services
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Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return