Lane & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lane & 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 Q1	$11.5M	Buy	+521,086	New	+$12.1M	6.2%	3

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Lane & Associates's SCHX Position: Q1 2025 in Review

Lane & Associates opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2025: 521,086 shares worth $11.5M. The stake represents 6.2% of the portfolio and ranks #3 among its holdings.

1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Lane & Associates held 521,086 shares of Schwab US Large- Cap ETF worth $11.5M as of Q1 2025.
Schwab US Large- Cap ETF was a new Lane & Associates position in Q1 2025.
Schwab US Large- Cap ETF made up 6.2% of Lane & Associates's portfolio in Q1 2025, its #3 holding.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.