Painted Porch Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Painted Porch 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
2025 Q4	–	Sell	-252	Closed	-$6.64K	–	359
2025 Q3	$6.64K	Hold	252	–	–	﹤0.01%	318
2025 Q2	$6.16K	Hold	252	–	–	﹤0.01%	311
2025 Q1	$5.56K	Hold	252	–	–	﹤0.01%	324
2024 Q4	$5.84K	Hold	252	–	–	﹤0.01%	310
2024 Q3	$5.7K	Hold	252	–	–	﹤0.01%	286
2024 Q2	$5.4K	Buy	+252	New	+$5.21K	﹤0.01%	258

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Painted Porch Advisors's SCHX Position: Q4 2025 in Review

Painted Porch Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 252 shares — an estimated $6.64K sold.

Painted Porch Advisors first reported a position in SCHX in Q2 2024 and held it in 6 quarters. The position peaked at $6.64K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Painted Porch Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 252 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $6.64K.
Painted Porch Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Schwab US Large- Cap ETF position peaked at $6.64K in Q3 2025.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.