Richard W. Paul & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Richard W. Paul & Associates’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	-72	Closed	-$1.59K	–	356
2025 Q1	$1.59K	Buy	72 +37	+106%	+$861	﹤0.01%	302
2024 Q4	$811	Buy	+35	New	+$816	﹤0.01%	476
2024 Q1	–	Sell	-129	Closed	-$2.45K	–	530
2023 Q4	$2.45K	Sell	129 -6	-4%	-$105	﹤0.01%	403
2023 Q3	$2.29K	Buy	135 +81	+150%	+$1.42K	﹤0.01%	390
2023 Q2	$933	Sell	54 -60	-53%	-$991	﹤0.01%	482
2023 Q1	$1.83K	Sell	114 -15	-12%	-$236	﹤0.01%	444
2022 Q4	$1.92K	Buy	+129	New	+$1.95K	﹤0.01%	429

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

Richard W. Paul & Associates's SCHX Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 72 shares — an estimated $1.59K sold.

Richard W. Paul & Associates first reported a position in SCHX in Q4 2022 and held it in 7 quarters. The position peaked at $2.45K in Q4 2023. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Richard W. Paul & Associates reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 72 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $1.59K.
Richard W. Paul & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 7 quarters.
Richard W. Paul & Associates's Schwab US Large- Cap ETF position peaked at $2.45K in Q4 2023.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.