Old Mission Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-66,893	Closed	-$1.55M	–	1200
2024 Q4	$1.55M	Buy	+66,893	New	+$1.56M	0.02%	258
2024 Q3	–	Sell	-24,306	Closed	-$521K	–	1710
2024 Q2	$521K	Buy	+24,306	New	+$502K	0.01%	718
2023 Q3	–	Sell	-174,021	Closed	-$3.04M	–	1537
2023 Q2	$3.04M	Buy	+174,021	New	+$2.87M	0.07%	192
2023 Q1	–	Sell	-55,827	Closed	-$840K	–	1677
2022 Q4	$840K	Buy	+55,827	New	+$845K	0.02%	552
2022 Q1	–	Sell	-20,400	Closed	-$387K	–	1557
2021 Q4	$387K	Buy	+20,400	New	+$377K	0.02%	680
2021 Q3	–	Sell	-55,800	Closed	-$967K	–	1232
2021 Q2	$967K	Buy	55,800 +30,378	+119%	+$513K	0.03%	452
2021 Q1	$407K	Sell	25,422 -12,978	-34%	-$203K	0.02%	559
2020 Q4	$582K	Buy	+38,400	New	+$550K	0.04%	331
2020 Q3	–	Sell	-92,826	Closed	-$1.15M	–	572
2020 Q2	$1.15M	Buy	+92,826	New	+$1.08M	0.08%	174
2020 Q1	–	Sell	-25,134	Closed	-$322K	–	481
2019 Q4	$322K	Sell	25,134 -384,156	-94%	-$4.71M	0.02%	240
2019 Q3	$4.84M	Buy	+409,290	New	+$4.82M	0.6%	31

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Old Mission Capital's SCHX Position: Q1 2025 in Review

Old Mission Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 66,893 shares — an estimated $1.55M sold.

Old Mission Capital first reported a position in SCHX in Q3 2019 and held it in 11 quarters. The position peaked at $4.84M in Q3 2019. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Old Mission Capital reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 66,893 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.55M.
Old Mission Capital first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 11 quarters.
Old Mission Capital's Schwab US Large- Cap ETF position peaked at $4.84M in Q3 2019.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.