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Ground Swell Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ground Swell Capital’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
-16,766
Closed -$389K – 245
2024
Q4 		$389K Buy
+16,766
New +$391K 0.58% 32
2021
Q2 		– Sell
-13,860
Closed -$222K – 142
2021
Q1 		$222K Buy
+13,860
New +$217K 0.72% 53

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ground Swell Capital's SCHX Position: Q1 2025 in Review

Ground Swell Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 16,766 shares — an estimated $389K sold.

Ground Swell Capital first reported a position in SCHX in Q1 2021 and held it in 2 quarters. The position peaked at $389K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Ground Swell Capital reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 16,766 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $389K.
  • Ground Swell Capital first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 2 quarters.
  • Ground Swell Capital's Schwab US Large- Cap ETF position peaked at $389K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.