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Lord & Richards Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lord & Richards 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
Q2 		– Sell
-669
Closed -$14.8K – 139
2025
Q1 		$14.8K Buy
+669
New +$15.6K 0.02% 112

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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
SEI Investments
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lord & Richards Wealth Management's SCHX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 669 shares — an estimated $14.8K sold.

Lord & Richards Wealth Management first reported a position in SCHX in Q1 2025 and held it in 1 quarter. The position peaked at $14.8K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 669 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $14.8K.
  • Lord & Richards Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Schwab US Large- Cap ETF position peaked at $14.8K in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.