Measured Wealth Private Client Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-970	Closed	-$25.6K	–	771
2025 Q3	$25.6K	Buy	+970	New	+$24.6K	0.01%	425
2018 Q4	–	Sell	-5,412	Closed	-$63K	–	585
2018 Q3	$63K	Sell	5,412 -14,898	-73%	-$169K	0.04%	301
2018 Q2	$203K	Buy	+20,310	New	+$219K	0.17%	134

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Measured Wealth Private Client Group's SCHX Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 970 shares — an estimated $25.6K sold.

Measured Wealth Private Client Group first reported a position in SCHX in Q2 2018 and held it in 3 quarters. The position peaked at $203K in Q2 2018. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Measured Wealth Private Client Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 970 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $25.6K.
Measured Wealth Private Client Group first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's Schwab US Large- Cap ETF position peaked at $203K in Q2 2018.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.