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

Parkside 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 Q2	$543K	Hold	22,206	–	–	0.12%	53
2025 Q1	$490K	Sell	22,206 -537	-2%	-$12.5K	0.12%	53
2024 Q4	$527K	Hold	22,743	–	–	0.12%	54
2024 Q3	$514K	Hold	22,743	–	–	0.12%	53
2024 Q2	$489K	Hold	22,743	–	–	0.12%	54
2024 Q1	$470K	Hold	22,743	–	–	0.12%	57
2023 Q4	$428K	Buy	22,743 +3,465	+18%	+$60.9K	0.12%	54
2023 Q3	$325K	Hold	19,278	–	–	0.1%	60
2023 Q2	$337K	Sell	19,278 -72	-0.4%	-$1.19K	0.1%	56
2023 Q1	$312K	Hold	19,350	–	–	0.1%	56
2022 Q4	$291K	Buy	19,350 +72	+0.4%	+$1.09K	0.1%	61
2022 Q3	$272K	Hold	19,278	–	–	0.1%	47
2022 Q2	$287K	Buy	+19,278	New	+$312K	0.1%	47

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

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

HSA

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

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $59.1B AUM 18.41% 1-Year Est. Return

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

Parkside Advisors's SCHX Position: Q2 2025 in Review

Parkside Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2025 at 22,206 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #53.

Parkside Advisors first reported a position in SCHX in Q2 2022 and has held it in 13 quarters since. 1,405 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Parkside Advisors held 22,206 shares of Schwab US Large- Cap ETF worth $543K as of Q2 2025.
Parkside Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2025.
Schwab US Large- Cap ETF made up 0.12% of Parkside Advisors's portfolio in Q2 2025, its #53 holding.
Parkside Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 13 quarters since.
1,405 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.