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Northeast Financial Consultants’s Schwab US Large- Cap ETF SCHX Stock Holding History

Northeast Financial Consultants’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 		$411K Hold
16,800
– – 0.02% 222
2025
Q1 		$371K Hold
16,800
– – 0.02% 223
2024
Q4 		$389K Hold
16,800
– – 0.02% 219
2024
Q3 		$380K Hold
16,800
– – 0.02% 222
2024
Q2 		$360K Hold
16,800
– – 0.02% 214
2024
Q1 		$348K Hold
16,800
– – 0.02% 225
2023
Q4 		$316K Sell
16,800
-642
-4% -$11.3K 0.02% 228
2023
Q3 		$294K Hold
17,442
– – 0.02% 229
2023
Q2 		$304K Buy
17,442
+642
+4% +$10.6K 0.02% 230
2023
Q1 		$271K Hold
16,800
– – 0.02% 259
2022
Q4 		$253K Hold
16,800
– – 0.02% 264
2022
Q3 		$237K Hold
16,800
– – 0.02% 291
2022
Q2 		$250K Hold
16,800
– – 0.02% 278
2022
Q1 		$302K Hold
16,800
– – 0.02% 304
2021
Q4 		$319K Hold
16,800
– – 0.02% 274
2021
Q3 		$291K Hold
16,800
– – 0.02% 288
2021
Q2 		$291K Hold
16,800
– – 0.02% 291
2021
Q1 		$269K Hold
16,800
– – 0.02% 284
2020
Q4 		$255K Hold
16,800
– – 0.02% 276
2020
Q3 		$226K Hold
16,800
– – 0.02% 268
2020
Q2 		$207K Buy
+16,800
New +$196K 0.02% 266
2020
Q1 		– Sell
-16,800
Closed -$215K – 304
2019
Q4 		$215K Buy
+16,800
New +$206K 0.02% 277

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
SEI Investments
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Northeast Financial Consultants's SCHX Position: Q2 2025 in Review

Northeast Financial Consultants held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2025 at 16,800 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #222.

Northeast Financial Consultants first reported a position in SCHX in Q4 2019 and has held it in 22 quarters since. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Northeast Financial Consultants held 16,800 shares of Schwab US Large- Cap ETF worth $411K as of Q2 2025.
  • Northeast Financial Consultants left its Schwab US Large- Cap ETF share count unchanged in Q2 2025.
  • Schwab US Large- Cap ETF made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #222 holding.
  • Northeast Financial Consultants first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.