GWSG
SCHX icon

GPS Wealth Strategies Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

GPS Wealth Strategies Group’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
-8,472
Closed -$223K – 1397
2025
Q3 		$223K Buy
8,472
+1
+0% +$25 0.02% 325
2025
Q2 		$207K Buy
8,471
+2
+0% +$45 0.02% 316
2025
Q1 		$187K Sell
8,469
-46
-0.5% -$1.07K 0.03% 309
2024
Q4 		$197K Buy
8,515
+34
+0.4% +$792 0.03% 300
2024
Q3 		$192K Buy
8,481
+3
+0% +$65 0.03% 312
2024
Q2 		$182K Buy
8,478
+555
+7% +$11.5K 0.03% 286
2024
Q1 		$164K Hold
7,923
– – 0.03% 281
2023
Q4 		$149K Buy
7,923
+3
+0% +$53 0.03% 284
2023
Q3 		$134K Buy
7,920
+3
+0% +$53 0.03% 303
2023
Q2 		$138K Buy
7,917
+6
+0.1% +$99 0.03% 299
2023
Q1 		$128K Buy
+7,911
New +$124K 0.03% 302
2022
Q4 		– Sell
-7,857
Closed -$111K – 906
2022
Q3 		$111K Buy
7,857
+6
+0.1% +$94 0.03% 285
2022
Q2 		$117K Buy
7,851
+975
+14% +$15.8K 0.03% 285
2022
Q1 		$123K Buy
6,876
+246
+4% +$4.36K 0.03% 271
2021
Q4 		$126K Hold
6,630
– – 0.03% 264
2021
Q3 		$115K Hold
6,630
– – 0.03% 265
2021
Q2 		$115K Buy
6,630
+6,570
+10,950% +$111K 0.03% 278
2021
Q1 		$0 Buy
+60
New +$940 ﹤0.01% 959

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $70.8B AUM 21.68% 1-Year Est. Return

GPS Wealth Strategies Group's SCHX Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 8,472 shares — an estimated $223K sold.

GPS Wealth Strategies Group first reported a position in SCHX in Q1 2021 and held it in 18 quarters. The position peaked at $223K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 8,472 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $223K.
  • GPS Wealth Strategies Group first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Schwab US Large- Cap ETF position peaked at $223K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.