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Park Square Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Park Square Financial 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 		– Sell
-669
Closed -$14.8K – 1046
2025
Q1 		$14.8K Buy
669
+550
+462% +$12.8K 0.01% 511
2024
Q4 		$2.76K Buy
+119
New +$2.77K ﹤0.01% 793

Other funds holding SCHX

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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

Park Square Financial Group's SCHX Position: Q2 2025 in Review

Park Square Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 669 shares — an estimated $14.8K sold.

Park Square Financial Group first reported a position in SCHX in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Park Square Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 669 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $14.8K.
  • Park Square Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's Schwab US Large- Cap ETF position peaked at $14.8K in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.