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

Great Waters 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 Q1	–	Sell	-8,780	Closed	-$204K	–	113
2024 Q4	$204K	Sell	8,780 -157	-2%	-$3.66K	0.03%	107
2024 Q3	$202K	Buy	+8,937	New	+$195K	0.03%	106
2024 Q1	–	Sell	-11,577	Closed	-$214K	–	103
2023 Q4	$214K	Buy	+11,577	New	+$203K	0.04%	89
2023 Q3	–	Sell	-11,526	Closed	-$201K	–	96
2023 Q2	$201K	Sell	11,526 -843	-7%	-$13.9K	0.04%	87
2023 Q1	$200K	Buy	+12,369	New	+$195K	0.04%	81

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

SFG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Great Waters Wealth Management's SCHX Position: Q1 2025 in Review

Great Waters Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 8,780 shares — an estimated $204K sold.

Great Waters Wealth Management first reported a position in SCHX in Q1 2023 and held it in 5 quarters. The position peaked at $214K in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Great Waters Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Great Waters Wealth Management sold 8,780 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $204K.
Great Waters Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 5 quarters.
Great Waters Wealth Management's Schwab US Large- Cap ETF position peaked at $214K in Q4 2023.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Great Waters Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.