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

FSA 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 Q3	$10.7K	Buy	406 +1	+0.2%	+$25	﹤0.01%	300
2025 Q2	$9.89K	Buy	405 +2	+0.5%	+$45	﹤0.01%	293
2025 Q1	$8.91K	Buy	403 +1	+0.2%	+$23	﹤0.01%	284
2024 Q4	$9.32K	Buy	402 +3	+0.8%	+$70	﹤0.01%	302
2024 Q3	$9.06K	Buy	+399	New	+$8.69K	﹤0.01%	319
2024 Q1	$48.3K	Sell	2,337 -216	-8%	-$4.25K	0.02%	155
2023 Q4	$48K	Buy	+2,553	New	+$44.8K	0.02%	145

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSA Wealth Management's SCHX Position: Q3 2025 in Review

FSA Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q3 2025, buying an estimated $25 and bringing the position to 406 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

FSA Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 7 quarters since. The position peaked at $48.3K in Q1 2024. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

FSA Wealth Management held 406 shares of Schwab US Large- Cap ETF worth $10.7K as of Q3 2025.
FSA Wealth Management bought 1 Schwab US Large- Cap ETF share in Q3 2025, an estimated $25.
Schwab US Large- Cap ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #300 holding.
FSA Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Schwab US Large- Cap ETF position peaked at $48.3K in Q1 2024.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.