NRWA
SCHX icon

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

North Ridge 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
2026
Q1 		– Sell
-160
Closed -$4.3K – 198
2025
Q4 		$4.3K Hold
160
– – ﹤0.01% 141
2025
Q3 		$4.21K Hold
160
– – ﹤0.01% 149
2025
Q2 		$3.91K Buy
+160
New +$3.62K ﹤0.01% 141

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

North Ridge Wealth Advisors's SCHX Position: Q1 2026 in Review

North Ridge Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 160 shares — an estimated $4.3K sold.

North Ridge Wealth Advisors first reported a position in SCHX in Q2 2025 and held it in 3 quarters. The position peaked at $4.3K in Q4 2025. 1,543 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • North Ridge Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 160 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.3K.
  • North Ridge Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 3 quarters.
  • North Ridge Wealth Advisors's Schwab US Large- Cap ETF position peaked at $4.3K in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.