Nicolet Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nicolet Advisory Services’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	$419K	Buy	+15,265	New	+$408K	0.03%	260

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

Nicolet Advisory Services's SCHX Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2025: 15,265 shares worth $419K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings.

1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Nicolet Advisory Services held 15,265 shares of Schwab US Large- Cap ETF worth $419K as of Q4 2025.
Schwab US Large- Cap ETF was a new Nicolet Advisory Services position in Q4 2025.
Schwab US Large- Cap ETF made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #260 holding.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.