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

MorganRosel 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 Q3	–	Sell	-1,749	Closed	-$42.7K	–	307
2025 Q2	$42.7K	Buy	1,749 +96	+6%	+$2.17K	0.01%	192
2025 Q1	$36.5K	Buy	+1,653	New	+$38.5K	0.01%	184
2019 Q1	–	Sell	-37,122	Closed	-$369K	–	78
2018 Q4	$369K	Buy	+37,122	New	+$398K	0.38%	53

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

MorganRosel Wealth Management's SCHX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 1,749 shares — an estimated $42.7K sold.

MorganRosel Wealth Management first reported a position in SCHX in Q4 2018 and held it in 3 quarters. The position peaked at $369K in Q4 2018. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

MorganRosel Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 1,749 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $42.7K.
MorganRosel Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 3 quarters.
MorganRosel Wealth Management's Schwab US Large- Cap ETF position peaked at $369K in Q4 2018.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.