Safeguard Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Safeguard Financial’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	$722K	Buy	32,715 +63	+0.2%	+$1.47K	0.16%	49
2024 Q4	$757K	Buy	32,652 +5,895	+22%	+$137K	0.16%	50
2024 Q3	$605K	Buy	26,757 +141	+0.5%	+$3.07K	0.14%	57
2024 Q2	$570K	Buy	26,616 +33	+0.1%	+$682	0.16%	56
2024 Q1	$550K	Sell	26,583 -1,971	-7%	-$38.8K	0.18%	47
2023 Q4	$537K	Buy	28,554 +81	+0.3%	+$1.42K	0.2%	43
2023 Q3	$480K	Sell	28,473 -7,725	-21%	-$136K	0.23%	43
2023 Q2	$631K	Buy	36,198 +1,086	+3%	+$17.9K	0.3%	40
2023 Q1	$566K	Sell	35,112 -10,296	-23%	-$162K	0.34%	42
2022 Q4	$683K	Sell	45,408 -27	-0.1%	-$409	0.49%	36
2022 Q3	$641K	Sell	45,435 -2,196	-5%	-$34.5K	0.59%	28
2022 Q2	$709K	Sell	47,631 -4,068	-8%	-$65.9K	0.85%	22
2022 Q1	$928K	Buy	+51,699	New	+$915K	1.39%	17

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

Safeguard Financial's SCHX Position: Q1 2025 in Review

Safeguard Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.19% in Q1 2025, buying an estimated $1.47K and bringing the position to 32,715 shares worth $722K. The position accounts for 0.16% of the portfolio, ranked #49.

Safeguard Financial first reported a position in SCHX in Q1 2022 and has held it in 13 quarters since. The position peaked at $928K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Safeguard Financial held 32,715 shares of Schwab US Large- Cap ETF worth $722K as of Q1 2025.
Safeguard Financial bought 63 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.47K.
Schwab US Large- Cap ETF made up 0.16% of Safeguard Financial's portfolio in Q1 2025, its #49 holding.
Safeguard Financial first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's Schwab US Large- Cap ETF position peaked at $928K in Q1 2022.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.