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Promus Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Promus Capital’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
Q3 		$110K Hold
4,158
– – 0.07% 113
2025
Q2 		$102K Hold
4,158
– – 0.07% 112
2025
Q1 		$91.8K Hold
4,158
– – 0.07% 107
2024
Q4 		$96.4K Buy
+4,158
New +$96.9K 0.07% 108

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Promus Capital's SCHX Position: Q3 2025 in Review

Promus Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 4,158 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #113.

Promus Capital first reported a position in SCHX in Q4 2024 and has held it in 4 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Promus Capital held 4,158 shares of Schwab US Large- Cap ETF worth $110K as of Q3 2025.
  • Promus Capital left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
  • Schwab US Large- Cap ETF made up 0.07% of Promus Capital's portfolio in Q3 2025, its #113 holding.
  • Promus Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.