Lindbrook Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lindbrook Capital’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	$151K	Hold	6,846	–	–	0.01%	509
2024 Q4	$159K	Hold	6,846	–	–	0.01%	436
2024 Q3	$155K	Hold	6,846	–	–	0.01%	445
2024 Q2	$147K	Hold	6,846	–	–	0.01%	428
2024 Q1	$142K	Sell	6,846 -105	-2%	-$2.07K	0.01%	437
2023 Q4	$131K	Hold	6,951	–	–	0.01%	442
2023 Q3	$117K	Hold	6,951	–	–	0.01%	423
2023 Q2	$121K	Hold	6,951	–	–	0.01%	439
2023 Q1	$112K	Hold	6,951	–	–	0.01%	455
2022 Q4	$105K	Buy	6,951 +30	+0.4%	+$454	0.01%	467
2022 Q3	$98K	Buy	6,921 +132	+2%	+$2.07K	0.02%	436
2022 Q2	$101K	Buy	6,789 +6,489	+2,163%	+$105K	0.02%	440
2022 Q1	$5K	Hold	300	–	–	﹤0.01%	1613
2021 Q4	$6K	Buy	+300	New	+$5.54K	﹤0.01%	1460

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 $5.27B AUM 19.34% 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

Lindbrook Capital's SCHX Position: Q1 2025 in Review

Lindbrook Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2025 at 6,846 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #509.

Lindbrook Capital first reported a position in SCHX in Q4 2021 and has held it in 14 quarters since. The position peaked at $159K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Lindbrook Capital held 6,846 shares of Schwab US Large- Cap ETF worth $151K as of Q1 2025.
Lindbrook Capital left its Schwab US Large- Cap ETF share count unchanged in Q1 2025.
Schwab US Large- Cap ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #509 holding.
Lindbrook Capital first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Schwab US Large- Cap ETF position peaked at $159K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.