Moser Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Moser Wealth 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 Q2	$32.2K	Buy	+1,319	New	+$29.8K	0.02%	115

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Moser Wealth Advisors's SCHX Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2025: 1,319 shares worth $32.2K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings.

1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Moser Wealth Advisors held 1,319 shares of Schwab US Large- Cap ETF worth $32.2K as of Q2 2025.
Schwab US Large- Cap ETF was a new Moser Wealth Advisors position in Q2 2025.
Schwab US Large- Cap ETF made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #115 holding.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.