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

PSI 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	-1,722	Closed	-$38K	–	576
2025 Q1	$38K	Hold	1,722	–	–	0.01%	279
2024 Q4	$39.9K	Hold	1,722	–	–	0.01%	307
2024 Q3	$38.9K	Hold	1,722	–	–	0.01%	307
2024 Q2	$36.9K	Hold	1,722	–	–	0.01%	303
2024 Q1	$35.6K	Buy	+1,722	New	+$33.9K	0.01%	309
2022 Q1	–	Sell	-1,812	Closed	-$34K	–	794
2021 Q4	$34K	Hold	1,812	–	–	0.01%	317
2021 Q3	$31K	Buy	+1,812	New	+$32.3K	0.01%	331

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PSI Advisors's SCHX Position: Q2 2025 in Review

PSI Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 1,722 shares — an estimated $38K sold.

PSI Advisors first reported a position in SCHX in Q3 2021 and held it in 7 quarters. The position peaked at $39.9K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

PSI Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1,722 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $38K.
PSI Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 7 quarters.
PSI Advisors's Schwab US Large- Cap ETF position peaked at $39.9K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.