Pure Portfolios Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pure Portfolios Holdings’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	$32.1M	Buy	1,193,291 +1,570	+0.1%	+$41.9K	9.67%	2
2025 Q3	$31.4M	Sell	1,191,721 -112,288	-9%	-$2.85M	9.81%	2
2025 Q2	$31.9M	Sell	1,304,009 -112,684	-8%	-$2.55M	10.8%	2
2025 Q1	$31.3M	Buy	1,416,693 +8,141	+0.6%	+$190K	11.5%	2
2024 Q4	$32.7M	Buy	1,408,552 +5,137	+0.4%	+$120K	12.13%	1
2024 Q3	$31.7M	Buy	+1,403,415	New	+$30.6M	11.99%	1

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pure Portfolios Holdings's SCHX Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q4 2025, buying an estimated $41.9K and bringing the position to 1,193,291 shares worth $32.1M. The position accounts for 9.67% of the portfolio, ranked #2.

Pure Portfolios Holdings first reported a position in SCHX in Q3 2024 and has held it in 6 quarters since. The position peaked at $32.7M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Pure Portfolios Holdings held 1,193,291 shares of Schwab US Large- Cap ETF worth $32.1M as of Q4 2025.
Pure Portfolios Holdings bought 1,570 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $41.9K.
Schwab US Large- Cap ETF made up 9.67% of Pure Portfolios Holdings's portfolio in Q4 2025, its #2 holding.
Pure Portfolios Holdings first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 6 quarters since.
Pure Portfolios Holdings's Schwab US Large- Cap ETF position peaked at $32.7M in Q4 2024.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.