Saxony Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Saxony Capital Management’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	-78,135	Closed	-$2.06M	–	178
2025 Q3	$2.06M	Sell	78,135 -65,214	-45%	-$1.66M	1.36%	22
2025 Q2	$3.5M	Buy	143,349 +39,881	+39%	+$902K	2.69%	7
2025 Q1	$2.28M	Buy	103,468 +9,952	+11%	+$232K	2%	13
2024 Q4	$2.17M	Buy	93,516 +6,921	+8%	+$161K	1.91%	17
2024 Q3	$1.96M	Buy	+86,595	New	+$1.89M	1.79%	18
2024 Q2	–	Sell	-29,247	Closed	-$605K	–	137
2024 Q1	$605K	Buy	+29,247	New	+$576K	0.73%	34

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

Saxony Capital Management's SCHX Position: Q4 2025 in Review

Saxony Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 78,135 shares — an estimated $2.06M sold.

Saxony Capital Management first reported a position in SCHX in Q1 2024 and held it in 6 quarters. The position peaked at $3.5M in Q2 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Saxony Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Saxony Capital Management sold 78,135 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $2.06M.
Saxony Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 6 quarters.
Saxony Capital Management's Schwab US Large- Cap ETF position peaked at $3.5M in Q2 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Saxony Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.