McClarren Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

McClarren Financial 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 Q1	–	Sell	-1,103	Closed	-$25K	–	354
2024 Q4	$25K	Buy	+1,103	New	+$25.7K	0.07%	124
2024 Q3	–	Sell	-192	Closed	-$23K	–	338
2024 Q2	$23K	Sell	192 -903	-82%	-$18.7K	0.02%	212
2024 Q1	$23K	Buy	1,095 +6	+0.6%	+$118	0.02%	208
2023 Q4	$20K	Buy	1,089 +6	+0.6%	+$105	0.02%	238
2023 Q3	$18K	Buy	1,083 +3	+0.3%	+$53	0.02%	227
2023 Q2	$18K	Buy	+1,080	New	+$17.8K	0.01%	228

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McClarren Financial Advisors's SCHX Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 1,103 shares — an estimated $25K sold.

McClarren Financial Advisors first reported a position in SCHX in Q2 2023 and held it in 6 quarters. The position peaked at $25K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

McClarren Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,103 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $25K.
McClarren Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 6 quarters.
McClarren Financial Advisors's Schwab US Large- Cap ETF position peaked at $25K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.