Ransom Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ransom Advisory’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	$40.4K	Buy	+1,500	New	+$40.1K	0.02%	235
2025 Q1	–	Sell	-1,500	Closed	-$34.8K	–	397
2024 Q4	$34.8K	Hold	1,500	–	–	0.02%	250
2024 Q3	$33.9K	Hold	1,500	–	–	0.02%	260
2024 Q2	$32.1K	Hold	1,500	–	–	0.02%	256
2024 Q1	$31K	Buy	+1,500	New	+$29.5K	0.02%	218

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

Ransom Advisory's SCHX Position: Q4 2025 in Review

Ransom Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2025: 1,500 shares worth $40.4K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SCHX as recently as Q4 2024.

Ransom Advisory first reported a position in SCHX in Q1 2024 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Ransom Advisory held 1,500 shares of Schwab US Large- Cap ETF worth $40.4K as of Q4 2025.
Schwab US Large- Cap ETF was a new Ransom Advisory position in Q4 2025.
Schwab US Large- Cap ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #235 holding.
Ransom Advisory first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.