Gries Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gries Financial’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 Q3	$390K	Hold	14,802	–	–	0.06%	201
2025 Q2	$362K	Sell	14,802 -8,028	-35%	-$182K	0.07%	196
2025 Q1	$504K	Hold	22,830	–	–	0.1%	164
2024 Q4	$529K	Sell	22,830 -4,536	-17%	-$106K	0.09%	162
2024 Q3	$619K	Hold	27,366	–	–	0.12%	150
2024 Q2	$586K	Hold	27,366	–	–	0.12%	137
2024 Q1	$566K	Hold	27,366	–	–	0.09%	161
2023 Q4	$514K	Buy	27,366 +4,536	+20%	+$79.7K	0.11%	125
2023 Q3	$385K	Sell	22,830 -4,536	-17%	-$79.6K	0.1%	134
2023 Q2	$478K	Hold	27,366	–	–	0.13%	115
2023 Q1	$441K	Hold	27,366	–	–	0.13%	122
2022 Q4	$412K	Buy	+27,366	New	+$414K	0.14%	115
2022 Q3	–	Sell	-27,366	Closed	-$407K	–	153
2022 Q2	$407K	Hold	27,366	–	–	0.19%	94
2022 Q1	$491K	Hold	27,366	–	–	0.18%	106
2021 Q4	$519K	Buy	27,366 +12,564	+85%	+$232K	0.21%	106
2021 Q3	$257K	Hold	14,802	–	–	0.08%	145
2021 Q2	$263K	Hold	14,802	–	–	0.08%	141
2021 Q1	$244K	Buy	+14,802	New	+$232K	0.08%	151

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Gries Financial's SCHX Position: Q3 2025 in Review

Gries Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 14,802 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #201.

Gries Financial first reported a position in SCHX in Q1 2021 and has held it in 18 quarters since. The position peaked at $619K in Q3 2024. 1,442 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Gries Financial held 14,802 shares of Schwab US Large- Cap ETF worth $390K as of Q3 2025.
Gries Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
Schwab US Large- Cap ETF made up 0.06% of Gries Financial's portfolio in Q3 2025, its #201 holding.
Gries Financial first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 18 quarters since.
Gries Financial's Schwab US Large- Cap ETF position peaked at $619K in Q3 2024.
1,442 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.