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

Future Financial 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 Q4	–	Sell	-4,500	Closed	-$119K	–	377
2025 Q3	$119K	Hold	4,500	–	–	0.07%	158
2025 Q2	$110K	Hold	4,500	–	–	0.07%	154
2025 Q1	$99.4K	Hold	4,500	–	–	0.07%	158
2024 Q4	$104K	Sell	4,500 -5,220	-54%	-$122K	0.08%	156
2024 Q3	$220K	Sell	9,720 -15	-0.2%	-$327	0.16%	108
2024 Q2	$208K	Buy	9,735 +3	+0%	+$62	0.18%	106
2024 Q1	$201K	Buy	+9,732	New	+$192K	0.15%	114
2023 Q3	–	Sell	-12,492	Closed	-$218K	–	112
2023 Q2	$218K	Hold	12,492	–	–	0.23%	101
2023 Q1	$202K	Buy	+12,492	New	+$197K	0.22%	99
2022 Q3	–	Sell	-13,002	Closed	-$233K	–	136
2022 Q2	$233K	Hold	13,002	–	–	0.23%	112
2022 Q1	$233K	Hold	13,002	–	–	0.19%	112
2021 Q4	$248K	Sell	13,002 -156	-1%	-$2.88K	0.2%	106
2021 Q3	$228K	Hold	13,158	–	–	0.23%	104
2021 Q2	$228K	Sell	13,158 -14,772	-53%	-$249K	0.23%	104
2021 Q1	$447K	Sell	27,930 -1,320	-5%	-$20.7K	0.51%	61
2020 Q4	$443K	Buy	+29,250	New	+$419K	0.51%	62

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Future Financial Wealth Management's SCHX Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 4,500 shares — an estimated $119K sold.

Future Financial Wealth Management first reported a position in SCHX in Q4 2020 and held it in 16 quarters. The position peaked at $447K in Q1 2021. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Future Financial Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 4,500 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $119K.
Future Financial Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 16 quarters.
Future Financial Wealth Management's Schwab US Large- Cap ETF position peaked at $447K in Q1 2021.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.