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Longview Asset Management (New Mexico)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Longview Asset Management (New Mexico)’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 		$218K Buy
+8,105
New +$216K 0.15% 44

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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 $5.27B AUM 19.34% 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

Longview Asset Management (New Mexico)'s SCHX Position: Q4 2025 in Review

Longview Asset Management (New Mexico) opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2025: 8,105 shares worth $218K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings.

1,552 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Longview Asset Management (New Mexico) held 8,105 shares of Schwab US Large- Cap ETF worth $218K as of Q4 2025.
  • Schwab US Large- Cap ETF was a new Longview Asset Management (New Mexico) position in Q4 2025.
  • Schwab US Large- Cap ETF made up 0.15% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #44 holding.
  • 1,552 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.