HFS
SCHX icon

Hopwood Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hopwood Financial Services’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
-507
Closed -$13.4K – 252
2025
Q3 		$13.4K Hold
507
– – 0.01% 239
2025
Q2 		$12.4K Hold
507
– – 0.01% 219
2025
Q1 		$11.2K Hold
507
– – 0.01% 229
2024
Q4 		$11.8K Buy
+507
New +$11.8K 0.01% 232

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
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HBK Sorce Advisory
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 $67.3B AUM 21.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Hopwood Financial Services's SCHX Position: Q4 2025 in Review

Hopwood Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 507 shares — an estimated $13.4K sold.

Hopwood Financial Services first reported a position in SCHX in Q4 2024 and held it in 4 quarters. The position peaked at $13.4K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Hopwood Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 507 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $13.4K.
  • Hopwood Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Schwab US Large- Cap ETF position peaked at $13.4K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.