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

Litman Gregory 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	$373K	Hold	13,853	–	–	0.03%	111
2025 Q3	$365K	Hold	13,853	–	–	0.03%	114
2025 Q2	$339K	Hold	13,853	–	–	0.03%	112
2025 Q1	$306K	Hold	13,853	–	–	0.03%	115
2024 Q4	$321K	Sell	13,853 -1	-0%	-$23	0.03%	105
2024 Q3	$313K	Hold	13,854	–	–	0.03%	113
2024 Q2	$297K	Hold	13,854	–	–	0.03%	111
2024 Q1	$287K	Sell	13,854 -2,217	-14%	-$43.6K	0.03%	111
2023 Q4	$302K	Hold	16,071	–	–	0.03%	104
2023 Q3	$271K	Hold	16,071	–	–	0.03%	107
2023 Q2	$281K	Buy	+16,071	New	+$265K	0.04%	73
2022 Q3	–	Sell	-13,521	Closed	-$201K	–	90
2022 Q2	$201K	Buy	+13,521	New	+$219K	0.03%	86
2022 Q1	–	Sell	-13,524	Closed	-$256K	–	77
2021 Q4	$256K	Sell	13,524 -1,638	-11%	-$30.3K	0.04%	68
2021 Q3	$263K	Buy	15,162 +13,584	+861%	+$242K	0.05%	64
2021 Q2	$263K	Sell	1,578 -13,020	-89%	-$220K	0.05%	64
2021 Q1	$234K	Buy	14,598 +1,638	+13%	+$25.7K	0.05%	56
2020 Q4	$196K	Hold	12,960	–	–	0.04%	60
2020 Q3	$174K	Hold	12,960	–	–	0.04%	58
2020 Q2	$160K	Hold	12,960	–	–	0.04%	57
2020 Q1	$132K	Sell	12,960 -3,684	-22%	-$44.7K	0.03%	54
2019 Q4	$213K	Buy	+16,644	New	+$204K	0.05%	49

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Litman Gregory Wealth Management's SCHX Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2025 at 13,853 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #111.

Litman Gregory Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 21 quarters since. 1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Litman Gregory Wealth Management held 13,853 shares of Schwab US Large- Cap ETF worth $373K as of Q4 2025.
Litman Gregory Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q4 2025.
Schwab US Large- Cap ETF made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #111 holding.
Litman Gregory Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 21 quarters since.
1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.