Guardian Wealth Management (Illinois)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Guardian Wealth Management (Illinois)’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	-1,824	Closed	-$40.3K	–	174
2025 Q1	$40.3K	Buy	1,824 +2	+0.1%	+$47	0.03%	114
2024 Q4	$42.2K	Buy	1,822 +1	+0.1%	+$23	0.03%	120
2024 Q3	$41.2K	Sell	1,821 -393	-18%	-$8.56K	0.03%	117
2024 Q2	$47.4K	Sell	2,214 -885	-29%	-$18.3K	0.04%	111
2024 Q1	$64.1K	Buy	3,099 +6	+0.2%	+$118	0.05%	103
2023 Q4	$58.2K	Buy	3,093 +6	+0.2%	+$105	0.05%	103
2023 Q3	$52.1K	Buy	3,087 +6	+0.2%	+$105	0.05%	105
2023 Q2	$53.8K	Buy	3,081 +6	+0.2%	+$99	0.05%	104
2023 Q1	$49.6K	Sell	3,075 -489	-14%	-$7.7K	0.05%	110
2022 Q4	$53.6K	Buy	3,564 +9	+0.3%	+$136	0.05%	113
2022 Q3	$50K	Sell	3,555 -51	-1%	-$800	0.06%	106
2022 Q2	$54K	Buy	3,606 +9	+0.3%	+$146	0.06%	107
2022 Q1	$65K	Sell	3,597 -57	-2%	-$1.01K	0.06%	107
2021 Q4	$69K	Buy	+3,654	New	+$67.5K	0.07%	105

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHX Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 1,824 shares — an estimated $40.3K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHX in Q4 2021 and held it in 14 quarters. The position peaked at $69K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 1,824 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $40.3K.
Guardian Wealth Management (Illinois) first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Schwab US Large- Cap ETF position peaked at $69K in Q4 2021.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.