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

Iron Horse 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 Q2	$37.2K	Hold	1,524	–	–	0.01%	160
2025 Q1	$33.6K	Hold	1,524	–	–	0.01%	153
2024 Q4	$35.3K	Hold	1,524	–	–	0.01%	141
2024 Q3	$34.5K	Hold	1,524	–	–	0.01%	135
2024 Q2	$32.6K	Buy	+1,524	New	+$31.5K	0.01%	133
2022 Q1	–	Sell	-11,982	Closed	-$227K	–	264
2021 Q4	$227K	Buy	+11,982	New	+$221K	0.13%	32

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

Iron Horse Wealth Management's SCHX Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2025 at 1,524 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #160.

Iron Horse Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 6 quarters since. The position peaked at $227K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Iron Horse Wealth Management held 1,524 shares of Schwab US Large- Cap ETF worth $37.2K as of Q2 2025.
Iron Horse Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2025.
Schwab US Large- Cap ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #160 holding.
Iron Horse Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 6 quarters since.
Iron Horse Wealth Management's Schwab US Large- Cap ETF position peaked at $227K in Q4 2021.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.