Pursuit Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pursuit Wealth Management’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	$203K	Buy	+7,561	New	+$202K	0.17%	116

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

Pursuit Wealth Management's SCHX Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2025: 7,561 shares worth $203K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings.

1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Pursuit Wealth Management held 7,561 shares of Schwab US Large- Cap ETF worth $203K as of Q4 2025.
Schwab US Large- Cap ETF was a new Pursuit Wealth Management position in Q4 2025.
Schwab US Large- Cap ETF made up 0.17% of Pursuit Wealth Management's portfolio in Q4 2025, its #116 holding.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.