Oliver Lagore Vanvalin Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$5.67K	Buy	+257	New	+$5.81K	﹤0.01%	480
2024 Q4	$1.67K	Hold	72	–	–	﹤0.01%	595
2024 Q3	$1.63K	Hold	72	–	–	﹤0.01%	593
2024 Q2	$1.54K	Hold	72	–	–	﹤0.01%	618
2024 Q1	$1.49K	Sell	72 -273	-79%	-$5.37K	﹤0.01%	637
2023 Q4	$6.49K	Sell	345 -279	-45%	-$4.9K	﹤0.01%	484
2023 Q3	$10.5K	Sell	624 -3,639	-85%	-$63.8K	﹤0.01%	435
2023 Q2	$74.4K	Buy	+4,263	New	+$70.4K	0.03%	206

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's SCHX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2025: 257 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHX in Q2 2023 and has held it in 8 quarters since. The position peaked at $74.4K in Q2 2023. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 257 shares of Schwab US Large- Cap ETF worth $5.67K as of Q2 2025.
Schwab US Large- Cap ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Schwab US Large- Cap ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #480 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's Schwab US Large- Cap ETF position peaked at $74.4K in Q2 2023.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.