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

Raleigh Capital 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 Q1	–	Sell	-70	Closed	-$1.62K	–	960
2024 Q4	$1.62K	Buy	70 +1	+1%	+$23	﹤0.01%	855
2024 Q3	$1.57K	Sell	69 -84	-55%	-$1.83K	﹤0.01%	841
2024 Q2	$3.28K	Sell	153 -11,868	-99%	-$245K	﹤0.01%	730
2024 Q1	$249K	Buy	+12,021	New	+$237K	0.11%	182
2023 Q4	–	Sell	-81	Closed	-$1.38K	–	1174
2023 Q3	$1.38K	Hold	81	–	–	﹤0.01%	804
2023 Q2	$1.42K	Hold	81	–	–	﹤0.01%	749
2023 Q1	$1.3K	Hold	81	–	–	﹤0.01%	777
2022 Q4	$1.21K	Hold	81	–	–	﹤0.01%	706
2022 Q3	$1K	Hold	81	–	–	﹤0.01%	773
2022 Q2	$1K	Hold	81	–	–	﹤0.01%	590
2022 Q1	$1K	Buy	+81	New	+$1.43K	﹤0.01%	581

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raleigh Capital Management's SCHX Position: Q1 2025 in Review

Raleigh Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 70 shares — an estimated $1.62K sold.

Raleigh Capital Management first reported a position in SCHX in Q1 2022 and held it in 11 quarters. The position peaked at $249K in Q1 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Raleigh Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 70 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.62K.
Raleigh Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's Schwab US Large- Cap ETF position peaked at $249K in Q1 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.