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

Hill Island 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 Q1	–	Sell	-9,274	Closed	-$215K	–	71
2024 Q4	$215K	Sell	9,274 -5,219	-36%	-$122K	0.06%	71
2024 Q3	$328K	Buy	14,493 +30	+0.2%	+$654	0.1%	51
2024 Q2	$310K	Sell	14,463 -3,735	-21%	-$77.2K	0.1%	49
2024 Q1	$376K	Sell	18,198 -19,626	-52%	-$386K	0.12%	45
2023 Q4	$711K	Sell	37,824 -18,501	-33%	-$325K	0.24%	33
2023 Q3	$950K	Sell	56,325 -8,268	-13%	-$145K	0.38%	25
2023 Q2	$1.13M	Sell	64,593 -13,257	-17%	-$219K	0.43%	25
2023 Q1	$1.26M	Sell	77,850 -6,249	-7%	-$98.3K	0.51%	22
2022 Q4	$1.27M	Buy	84,099 +135	+0.2%	+$2.04K	0.55%	23
2022 Q3	$1.19M	Sell	83,964 -4,290	-5%	-$67.3K	0.55%	18
2022 Q2	$1.31M	Buy	88,254 +357	+0.4%	+$5.79K	0.58%	18
2022 Q1	$1.58M	Sell	87,897 -5,097	-5%	-$90.2K	0.58%	19
2021 Q4	$1.76M	Buy	+92,994	New	+$1.72M	0.63%	19

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hill Island Financial's SCHX Position: Q1 2025 in Review

Hill Island Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 9,274 shares — an estimated $215K sold.

Hill Island Financial first reported a position in SCHX in Q4 2021 and held it in 13 quarters. The position peaked at $1.76M in Q4 2021. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Hill Island Financial reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Hill Island Financial sold 9,274 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $215K.
Hill Island Financial first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 13 quarters.
Hill Island Financial's Schwab US Large- Cap ETF position peaked at $1.76M in Q4 2021.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.