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

JFG 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	$3.98M	Hold	151,058	–	–	0.78%	12
2025 Q2	$3.69M	Buy	151,058 +111,203	+279%	+$2.51M	0.77%	12
2025 Q1	$880K	Sell	39,855 -38,802	-49%	-$903K	0.2%	34
2024 Q4	$1.82M	Buy	78,657 +64,980	+475%	+$1.51M	0.42%	25
2024 Q3	$309K	Buy	+13,677	New	+$298K	0.08%	59
2022 Q4	–	Sell	-3,051,834	Closed	-$43.1M	–	46
2022 Q3	$43.1M	Buy	3,051,834 +2,938,947	+2,603%	+$46.1M	14.45%	3
2022 Q2	$1.68M	Buy	+112,887	New	+$1.83M	0.61%	12
2019 Q1	–	Sell	-387,234	Closed	-$3.85M	–	24
2018 Q4	$3.85M	Buy	+387,234	New	+$4.16M	3.46%	5

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

JFG Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 151,058 shares worth $3.98M. The position accounts for 0.78% of the portfolio, ranked #12.

JFG Wealth Management first reported a position in SCHX in Q4 2018 and has held it in 8 quarters since. The position peaked at $43.1M in Q3 2022. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

JFG Wealth Management held 151,058 shares of Schwab US Large- Cap ETF worth $3.98M as of Q3 2025.
JFG Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
Schwab US Large- Cap ETF made up 0.78% of JFG Wealth Management's portfolio in Q3 2025, its #12 holding.
JFG Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 8 quarters since.
JFG Wealth Management's Schwab US Large- Cap ETF position peaked at $43.1M in Q3 2022.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.