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

Prevail Innovative 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
Q2 		– Sell
-9,927
Closed -$219K – 222
2025
Q1 		$219K Sell
9,927
-9,818
-50% -$229K 0.06% 166
2024
Q4 		$458K Buy
+19,745
New +$460K 0.13% 131

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
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

Prevail Innovative Wealth Advisors's SCHX Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 9,927 shares — an estimated $219K sold.

Prevail Innovative Wealth Advisors first reported a position in SCHX in Q4 2024 and held it in 2 quarters. The position peaked at $458K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,927 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $219K.
  • Prevail Innovative Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Schwab US Large- Cap ETF position peaked at $458K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.