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Marks Group Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marks Group 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
-123,988
Closed -$2.74M – 313
2025
Q1 		$2.74M Buy
+123,988
New +$2.89M 0.26% 100

Other funds holding SCHX

US Bancorp
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 $1.54B AUM 16.9% 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

Marks Group Wealth Management's SCHX Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 123,988 shares — an estimated $2.74M sold.

Marks Group Wealth Management first reported a position in SCHX in Q1 2025 and held it in 1 quarter. The position peaked at $2.74M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 123,988 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $2.74M.
  • Marks Group Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's Schwab US Large- Cap ETF position peaked at $2.74M in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.