Nalls Sherbakoff Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nalls Sherbakoff 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	-36,819	Closed	-$970K	–	457
2025 Q3	$970K	Hold	36,819	–	–	0.65%	35
2025 Q2	$900K	Hold	36,819	–	–	0.66%	34
2025 Q1	$813K	Buy	+36,819	New	+$857K	0.66%	33
2023 Q4	$692K	Hold	36,819	–	–	0.62%	32
2023 Q3	$621K	Hold	36,819	–	–	0.6%	32
2023 Q2	$605K	Hold	36,819	–	–	0.59%	33
2023 Q1	$585K	Buy	+36,819	New	+$579K	0.58%	34
2018 Q4	$347K	Buy	+34,878	New	+$374K	0.55%	37

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 $1.81B AUM 22.3% 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

Nalls Sherbakoff Group's SCHX Position: Q4 2025 in Review

Nalls Sherbakoff Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 36,819 shares — an estimated $970K sold.

Nalls Sherbakoff Group first reported a position in SCHX in Q4 2018 and held it in 8 quarters. The position peaked at $970K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Nalls Sherbakoff Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Nalls Sherbakoff Group sold 36,819 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $970K.
Nalls Sherbakoff Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 8 quarters.
Nalls Sherbakoff Group's Schwab US Large- Cap ETF position peaked at $970K in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.