Global Financial Private Client’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-192	Closed	-$4.24K	–	1332
2025 Q1	$4.24K	Hold	192	–	–	﹤0.01%	716
2024 Q4	$4.45K	Hold	192	–	–	﹤0.01%	647
2024 Q3	$4.34K	Hold	192	–	–	﹤0.01%	660
2024 Q2	$4.11K	Hold	192	–	–	﹤0.01%	517
2024 Q1	$3.97K	Hold	192	–	–	﹤0.01%	538
2023 Q4	$3.61K	Hold	192	–	–	﹤0.01%	544
2023 Q3	$3.24K	Hold	192	–	–	﹤0.01%	536
2023 Q2	$3.36K	Hold	192	–	–	﹤0.01%	533
2023 Q1	$3.1K	Hold	192	–	–	﹤0.01%	543
2022 Q4	$2.89K	Hold	192	–	–	﹤0.01%	533
2022 Q3	$2.78K	Hold	192	–	–	﹤0.01%	508
2022 Q2	$2.89K	Hold	192	–	–	﹤0.01%	489
2022 Q1	$3.46K	Hold	192	–	–	﹤0.01%	489
2021 Q4	$3.64K	Hold	192	–	–	﹤0.01%	473
2021 Q3	$3.37K	Hold	192	–	–	﹤0.01%	423
2021 Q2	$3.35K	Hold	192	–	–	﹤0.01%	434
2021 Q1	$3.11K	Hold	192	–	–	﹤0.01%	391
2020 Q4	$2.91K	Buy	+192	New	+$2.75K	﹤0.01%	386

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Global Financial Private Client's SCHX Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 192 shares — an estimated $4.24K sold.

Global Financial Private Client first reported a position in SCHX in Q4 2020 and held it in 18 quarters. The position peaked at $4.45K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Global Financial Private Client reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 192 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $4.24K.
Global Financial Private Client first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Schwab US Large- Cap ETF position peaked at $4.45K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.