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

Hemington 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
Q3 		$6K Hold
243
– – ﹤0.01% 1079
2025
Q2 		$5K Hold
243
– – ﹤0.01% 1114
2025
Q1 		$5K Hold
243
– – ﹤0.01% 1072
2024
Q4 		$5K Sell
243
-486
-67% -$11.3K ﹤0.01% 1036
2024
Q3 		$5K Buy
+729
New +$15.9K ﹤0.01% 961

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Hemington Wealth Management's SCHX Position: Q3 2025 in Review

Hemington Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 243 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Hemington Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 5 quarters since. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Hemington Wealth Management held 243 shares of Schwab US Large- Cap ETF worth $6K as of Q3 2025.
  • Hemington Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1079 holding.
  • Hemington Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.