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

Kiker 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
Q4 		– Sell
-816
Closed -$21.5K – 160
2025
Q3 		$21.5K Buy
816
+51
+7% +$1.29K 0.01% 148
2025
Q2 		$18.7K Buy
765
+522
+215% +$11.8K 0.01% 298
2025
Q1 		$5.37K Buy
+243
New +$5.66K ﹤0.01% 440

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kiker Wealth Management's SCHX Position: Q4 2025 in Review

Kiker Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 816 shares — an estimated $21.5K sold.

Kiker Wealth Management first reported a position in SCHX in Q1 2025 and held it in 3 quarters. The position peaked at $21.5K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Kiker Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 816 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $21.5K.
  • Kiker Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 3 quarters.
  • Kiker Wealth Management's Schwab US Large- Cap ETF position peaked at $21.5K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.