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

Savvy Advisors Inc’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
2026
Q1 		$14.1M Buy
551,210
+32,374
+6% +$868K 0.38% 56
2025
Q4 		$14M Buy
518,836
+24,328
+5% +$650K 0.45% 45
2025
Q3 		$13M Buy
494,508
+89,615
+22% +$2.28M 0.6% 37
2025
Q2 		$9.9M Buy
404,893
+10,627
+3% +$240K 0.66% 31
2025
Q1 		$8.71M Sell
394,266
-1,504
-0.4% -$35K 0.88% 18
2024
Q4 		$9.17M Buy
395,770
+81,607
+26% +$1.9M 1.1% 18
2024
Q3 		$7.11M Buy
314,163
+94,887
+43% +$2.07M 1.44% 14
2024
Q2 		$4.7M Buy
219,276
+5,472
+3% +$113K 1.53% 13
2024
Q1 		$4.42M Sell
213,804
-7,188
-3% -$142K 2.55% 4
2023
Q4 		$4.15M Buy
+220,992
New +$3.88M 4.03% 3

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HSA
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MGIA
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Northwestern Mutual Wealth Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return