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

GGM Wealth 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
Q1 		$2.84M Buy
130,519
+16,024
+14% +$373K 1.58% 16
2024
Q4 		$2.65M Buy
114,495
+7,410
+7% +$173K 1.39% 22
2024
Q3 		$2.42M Buy
107,085
+7,263
+7% +$158K 1.04% 25
2024
Q2 		$2.14M Buy
99,822
+2,898
+3% +$59.9K 0.98% 28
2024
Q1 		$1.99M Buy
96,924
+20,106
+26% +$396K 0.93% 27
2023
Q4 		$1.48M Buy
76,818
+18,834
+32% +$331K 0.61% 39
2023
Q3 		$978K Buy
57,984
+3,018
+5% +$52.9K 0.42% 47
2023
Q2 		$960K Sell
54,966
-3,981
-7% -$65.7K 0.39% 47
2023
Q1 		$950K Sell
58,947
-1,380
-2% -$21.7K 0.54% 37
2022
Q4 		$920K Buy
60,327
+2,172
+4% +$32.9K 0.47% 44
2022
Q3 		$882K Sell
58,155
-12,960
-18% -$203K 0.48% 44
2022
Q2 		$1.07M Sell
71,115
-5,952
-8% -$96.4K 0.6% 36
2022
Q1 		$1.36M Buy
77,067
+8,943
+13% +$158K 0.68% 36
2021
Q4 		$1.27M Buy
68,124
+9,462
+16% +$175K 1.01% 24
2021
Q3 		$1.08M Buy
58,662
+14,496
+33% +$259K 0.86% 29
2021
Q2 		$769K Buy
44,166
+10,008
+29% +$169K 0.65% 35
2021
Q1 		$576K Buy
34,158
+17,904
+110% +$280K 0.46% 42
2020
Q4 		$250K Buy
+16,254
New +$233K 0.25% 62

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GGM Wealth Advisors's SCHX Position: Q1 2025 in Review

GGM Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2025, buying an estimated $373K and bringing the position to 130,519 shares worth $2.84M. The position accounts for 1.58% of the portfolio, ranked #16.

GGM Wealth Advisors first reported a position in SCHX in Q4 2020 and has held it in 18 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • GGM Wealth Advisors held 130,519 shares of Schwab US Large- Cap ETF worth $2.84M as of Q1 2025.
  • GGM Wealth Advisors bought 16,024 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $373K.
  • Schwab US Large- Cap ETF made up 1.58% of GGM Wealth Advisors's portfolio in Q1 2025, its #16 holding.
  • GGM Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.