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

Peterson Wealth 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
-15,052
Closed -$399K – 110
2025
Q3 		$399K Buy
15,052
+298
+2% +$7.57K 0.06% 76
2025
Q2 		$361K Buy
14,754
+2,657
+22% +$60.1K 0.06% 73
2025
Q1 		$241K Buy
12,097
+713
+6% +$16.6K 0.05% 80
2024
Q4 		$267K Buy
11,384
+254
+2% +$5.92K 0.05% 76
2024
Q3 		$252K Buy
+11,130
New +$243K 0.05% 74

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Peterson Wealth Advisors's SCHX Position: Q4 2025 in Review

Peterson Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 15,052 shares — an estimated $399K sold.

Peterson Wealth Advisors first reported a position in SCHX in Q3 2024 and held it in 5 quarters. The position peaked at $399K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Peterson Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Peterson Wealth Advisors sold 15,052 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $399K.
  • Peterson Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 5 quarters.
  • Peterson Wealth Advisors's Schwab US Large- Cap ETF position peaked at $399K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Peterson Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.