Kathleen S. Wright Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kathleen S. Wright Associates’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	$121K	Hold	4,576	–	–	0.04%	120
2025 Q2	$112K	Buy	4,576 +58	+1%	+$1.31K	0.04%	122
2025 Q1	$99.8K	Hold	4,518	–	–	0.04%	126
2024 Q4	$105K	Hold	4,518	–	–	0.04%	122
2024 Q3	$102K	Buy	4,518 +507	+13%	+$11K	0.04%	125
2024 Q2	$85.9K	Sell	4,011 -258	-6%	-$5.33K	0.04%	128
2024 Q1	$88.3K	Sell	4,269 -144	-3%	-$2.83K	0.04%	121
2023 Q4	$83K	Sell	4,413 -117	-3%	-$2.06K	0.04%	112
2023 Q3	$76.4K	Sell	4,530 -33	-0.7%	-$579	0.04%	112
2023 Q2	$79.7K	Sell	4,563 -174	-4%	-$2.87K	0.05%	98
2023 Q1	$76.4K	Buy	4,737 +1,167	+33%	+$18.4K	0.05%	97
2022 Q4	$54K	Buy	3,570 +24	+0.7%	+$363	0.04%	114
2022 Q3	$50K	Buy	3,546 +2,895	+445%	+$45.4K	0.04%	109
2022 Q2	$10K	Sell	651 -2,217	-77%	-$35.9K	0.01%	127
2022 Q1	$51K	Sell	2,868 -78	-3%	-$1.38K	0.04%	107
2021 Q4	$56K	Buy	+2,946	New	+$54.4K	0.04%	100

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.54B AUM 16.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Kathleen S. Wright Associates's SCHX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 4,576 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #120.

Kathleen S. Wright Associates first reported a position in SCHX in Q4 2021 and has held it in 16 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Kathleen S. Wright Associates held 4,576 shares of Schwab US Large- Cap ETF worth $121K as of Q3 2025.
Kathleen S. Wright Associates left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
Schwab US Large- Cap ETF made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #120 holding.
Kathleen S. Wright Associates first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.