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My Personal CFO LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

My Personal CFO LLC’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
-28,299
Closed -$745K – 145
2025
Q3 		$745K Buy
+28,299
New +$719K 0.29% 47

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

My Personal CFO LLC's SCHX Position: Q4 2025 in Review

My Personal CFO LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 28,299 shares — an estimated $745K sold.

My Personal CFO LLC first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $745K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • My Personal CFO LLC reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 28,299 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $745K.
  • My Personal CFO LLC first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Schwab US Large- Cap ETF position peaked at $745K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.