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Mainstream Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mainstream Capital 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
Q1 		– Sell
-858
Closed -$19.9K – 257
2024
Q4 		$19.9K Buy
+858
New +$20K 0.01% 185

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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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mainstream Capital Management's SCHX Position: Q1 2025 in Review

Mainstream Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 858 shares — an estimated $19.9K sold.

Mainstream Capital Management first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $19.9K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Mainstream Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mainstream Capital Management sold 858 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $19.9K.
  • Mainstream Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Mainstream Capital Management's Schwab US Large- Cap ETF position peaked at $19.9K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Mainstream Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.