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Riversedge Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Riversedge Advisors’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 		– Sell
-450,558
Closed -$11.9M – 229
2025
Q3 		$11.9M Sell
450,558
-123,241
-21% -$3.13M 1.99% 15
2025
Q2 		$14M Sell
573,799
-571,421
-50% -$12.9M 2.74% 13
2025
Q1 		$25.3M Sell
1,145,220
-682,094
-37% -$15.9M 5.64% 6
2024
Q4 		$42.4M Sell
1,827,314
-11,629
-0.6% -$271K 9.58% 1
2024
Q3 		$41.6M Sell
1,838,943
-58,980
-3% -$1.29M 9.43% 1
2024
Q2 		$40.6M Sell
1,897,923
-184,371
-9% -$3.81M 9.91% 1
2024
Q1 		$43.1M Sell
2,082,294
-33,939
-2% -$668K 10.62% 2
2023
Q4 		$39.8M Buy
2,116,233
+71,328
+3% +$1.25M 10.9% 2
2023
Q3 		$34.5M Sell
2,044,905
-8,913
-0.4% -$156K 10.17% 2
2023
Q2 		$35.9M Sell
2,053,818
-189,876
-8% -$3.14M 9.83% 2
2023
Q1 		$36.2M Buy
2,243,694
+16,680
+0.7% +$262K 10.53% 2
2022
Q4 		$33.5M Sell
2,227,014
-16,791
-0.7% -$254K 10.85% 2
2022
Q3 		$31.7M Sell
2,243,805
-102,282
-4% -$1.6M 11.45% 2
2022
Q2 		$34.9M Sell
2,346,087
-64,062
-3% -$1.04M 12.97% 2
2022
Q1 		$43.3M Buy
2,410,149
+24,183
+1% +$428K 14.07% 1
2021
Q4 		$45.3M Buy
2,385,966
+84,966
+4% +$1.57M 14.36% 1
2021
Q3 		$39.9M Buy
2,301,000
+2,604
+0.1% +$46.4K 13.68% 1
2021
Q2 		$39.8M Sell
2,298,396
-30,792
-1% -$520K 14.56% 1
2021
Q1 		$37.3M Sell
2,329,188
-149,238
-6% -$2.34M 15.94% 1
2020
Q4 		$37.6M Buy
2,478,426
+72,852
+3% +$1.04M 17.41% 1
2020
Q3 		$32.3M Buy
2,405,574
+125,082
+5% +$1.66M 17.11% 1
2020
Q2 		$28.2M Buy
2,280,492
+855,930
+60% +$9.98M 16.44% 1
2020
Q1 		$14.5M Buy
1,424,562
+341,232
+31% +$4.14M 12.89% 1
2019
Q4 		$13.9M Buy
1,083,330
+107,706
+11% +$1.32M 16.42% 1
2019
Q3 		$11.2M Hold
975,624
– – 15.67% 1
2019
Q2 		$11.2M Buy
+975,624
New +$11.2M 15.67% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Riversedge Advisors's SCHX Position: Q4 2025 in Review

Riversedge Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 450,558 shares — an estimated $11.9M sold.

Riversedge Advisors first reported a position in SCHX in Q2 2019 and held it in 26 quarters. The position peaked at $45.3M in Q4 2021. 1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Riversedge Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Riversedge Advisors sold 450,558 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $11.9M.
  • Riversedge Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 26 quarters.
  • Riversedge Advisors's Schwab US Large- Cap ETF position peaked at $45.3M in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.