My Legacy Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

My Legacy 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	$284K	Sell	11,443 -172	-1%	-$3.89K	0.1%	178
2025 Q1	$256K	Buy	11,615 +376	+3%	+$8.75K	0.1%	190
2024 Q4	$264K	Sell	11,239 -6,233	-36%	-$145K	0.1%	181
2024 Q3	$395K	Sell	17,472 -1,023	-6%	-$22.3K	0.16%	151
2024 Q2	$396K	Sell	18,495 -3,471	-16%	-$71.7K	0.13%	169
2024 Q1	$454K	Sell	21,966 -12,429	-36%	-$245K	0.15%	159
2023 Q4	$647K	Buy	34,395 +126	+0.4%	+$2.21K	0.23%	129
2023 Q3	$576K	Sell	34,269 -7,860	-19%	-$138K	0.23%	133
2023 Q2	$748K	Sell	42,129 -76,257	-64%	-$1.26M	0.29%	112
2023 Q1	$1.91M	Sell	118,386 -25,020	-17%	-$394K	0.82%	27
2022 Q4	$2.34M	Sell	143,406 -68,148	-32%	-$1.03M	1%	18
2022 Q3	$2.98M	Sell	211,554 -88,689	-30%	-$1.39M	1.5%	10
2022 Q2	$4.55M	Sell	300,243 -124,443	-29%	-$2.02M	2.28%	5
2022 Q1	$7.62M	Buy	+424,686	New	+$7.52M	3.54%	3

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

My Legacy Advisors's SCHX Position: Q2 2025 in Review

My Legacy Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2025, selling an estimated $3.89K and leaving 11,443 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #178.

My Legacy Advisors first reported a position in SCHX in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.62M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

My Legacy Advisors held 11,443 shares of Schwab US Large- Cap ETF worth $284K as of Q2 2025.
My Legacy Advisors sold 172 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $3.89K.
Schwab US Large- Cap ETF made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #178 holding.
My Legacy Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Schwab US Large- Cap ETF position peaked at $7.62M in Q1 2022.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.