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

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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

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

Lowe Wealth Advisors's SCHX Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q3 2025, buying an estimated $5.64K and bringing the position to 4,595 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #84.

Lowe Wealth Advisors first reported a position in SCHX in Q1 2022 and has held it in 15 quarters since. The position peaked at $182K in Q4 2023. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Lowe Wealth Advisors held 4,595 shares of Schwab US Large- Cap ETF worth $121K as of Q3 2025.
Lowe Wealth Advisors bought 222 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $5.64K.
Schwab US Large- Cap ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #84 holding.
Lowe Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 15 quarters since.
Lowe Wealth Advisors's Schwab US Large- Cap ETF position peaked at $182K in Q4 2023.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.