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

Hershey Financial Advisers’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
Q4 		– Sell
-16,827
Closed -$443K – 101
2025
Q3 		$443K Buy
+16,827
New +$427K 0.38% 68
2024
Q2 		$3.4K Buy
+159
New +$3.29K ﹤0.01% 127

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Hershey Financial Advisers's SCHX Position: Q4 2025 in Review

Hershey Financial Advisers sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 16,827 shares — an estimated $443K sold.

Hershey Financial Advisers first reported a position in SCHX in Q2 2024 and held it in 2 quarters. The position peaked at $443K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Hershey Financial Advisers reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 16,827 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $443K.
  • Hershey Financial Advisers first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's Schwab US Large- Cap ETF position peaked at $443K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Hershey Financial Advisers's 13F filing for Q4 2025, filed 18 Feb 2026.