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Legend Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legend Financial Advisors’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 		– Sell
-611
Closed -$14.9K – 142
2025
Q2 		$14.9K Buy
+611
New +$13.8K 0.01% 98
2025
Q1 		– Sell
-611
Closed -$14.2K – 212
2024
Q4 		$14.2K Sell
611
-1
-0.2% -$23 0.01% 100
2024
Q3 		$13.8K Hold
612
– – 0.01% 88
2024
Q2 		$13.1K Sell
612
-5,106
-89% -$106K 0.01% 127
2024
Q1 		$118K Hold
5,718
– – 0.09% 45
2023
Q4 		$107K Buy
5,718
+3
+0.1% +$53 0.09% 44
2023
Q3 		$96.4K Buy
5,715
+3
+0.1% +$53 0.08% 52
2023
Q2 		$99.7K Buy
5,712
+3
+0.1% +$50 0.08% 50
2023
Q1 		$92.1K Buy
5,709
+3
+0.1% +$47 0.08% 48
2022
Q4 		$85.9K Buy
5,706
+3
+0.1% +$45 0.08% 55
2022
Q3 		$80.5K Buy
+5,703
New +$89.5K 0.08% 47
2020
Q3 		– Sell
-64,854
Closed -$801K – 34
2020
Q2 		$801K Sell
64,854
-51,234
-44% -$597K 0.5% 18
2020
Q1 		$1.19M Sell
116,088
-9,576
-8% -$116K 1.06% 11
2019
Q4 		$1.61M Sell
125,664
-2,970
-2% -$36.4K 1.37% 13
2019
Q3 		$1.52M Sell
128,634
-2,154
-2% -$25.4K 1.29% 13
2019
Q2 		$1.53M Sell
130,788
-96,978
-43% -$1.11M 1.35% 14
2019
Q1 		$2.57M Sell
227,766
-5,940
-3% -$64.4K 2.82% 11
2018
Q4 		$2.33M Buy
+233,706
New +$2.51M 3.41% 11

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Legend Financial Advisors's SCHX Position: Q3 2025 in Review

Legend Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 611 shares — an estimated $14.9K sold.

Legend Financial Advisors first reported a position in SCHX in Q4 2018 and held it in 18 quarters. The position peaked at $2.57M in Q1 2019. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Legend Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 611 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $14.9K.
  • Legend Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 18 quarters.
  • Legend Financial Advisors's Schwab US Large- Cap ETF position peaked at $2.57M in Q1 2019.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.