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Greenline Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Greenline Partners’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
-24,608
Closed -$125K – 496
2025
Q1 		$125K Buy
24,608
+18,945
+335% +$441K 0.02% 149
2024
Q4 		$131K Buy
+5,663
New +$132K 0.02% 147

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
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Greenline Partners's SCHX Position: Q2 2025 in Review

Greenline Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 24,608 shares — an estimated $125K sold.

Greenline Partners first reported a position in SCHX in Q4 2024 and held it in 2 quarters. The position peaked at $131K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Greenline Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Greenline Partners sold 24,608 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $125K.
  • Greenline Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Greenline Partners's Schwab US Large- Cap ETF position peaked at $131K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.