LWA
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Lowe Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lowe Wealth 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 		$121K Buy
4,595
+222
+5% +$5.64K 0.04% 84
2025
Q2 		$107K Sell
4,373
-1,015
-19% -$22.9K 0.04% 85
2025
Q1 		$119K Hold
5,388
– – 0.05% 78
2024
Q4 		$125K Hold
5,388
– – 0.05% 74
2024
Q3 		$122K Hold
5,388
– – 0.05% 68
2024
Q2 		$115K Sell
5,388
-3,078
-36% -$63.6K 0.05% 66
2024
Q1 		$175K Sell
8,466
-1,200
-12% -$23.6K 0.08% 54
2023
Q4 		$182K Buy
9,666
+6,588
+214% +$116K 0.09% 53
2023
Q3 		$51.9K Hold
3,078
– – 0.03% 103
2023
Q2 		$53.7K Hold
3,078
– – 0.03% 109
2023
Q1 		$49.6K Sell
3,078
-3,486
-53% -$54.9K 0.03% 102
2022
Q4 		$98.8K Hold
6,564
– – 0.05% 72
2022
Q3 		$93K Hold
6,564
– – 0.05% 67
2022
Q2 		$98K Hold
6,564
– – 0.05% 64
2022
Q1 		$118K Buy
+6,564
New +$116K 0.05% 67

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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B 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 $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return