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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

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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 $59.8B AUM 29.42% 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

FSA Advisors's SCHX Position: Q3 2025 in Review

FSA Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 10,354 shares — an estimated $253K sold.

FSA Advisors first reported a position in SCHX in Q4 2023 and held it in 7 quarters. The position peaked at $580K in Q4 2023. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • FSA Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • FSA Advisors sold 10,354 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $253K.
  • FSA Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 7 quarters.
  • FSA Advisors's Schwab US Large- Cap ETF position peaked at $580K in Q4 2023.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.