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

Searcy Financial Services’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	-1,088,857	Closed	-$24M	–	27
2025 Q1	$24M	Buy	+1,088,857	New	+$25.3M	10.4%	3

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

Searcy Financial Services's SCHX Position: Q2 2025 in Review

Searcy Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 1,088,857 shares — an estimated $24M sold.

Searcy Financial Services first reported a position in SCHX in Q1 2025 and held it in 1 quarter. The position peaked at $24M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Searcy Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Searcy Financial Services sold 1,088,857 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $24M.
Searcy Financial Services first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 1 quarter.
Searcy Financial Services's Schwab US Large- Cap ETF position peaked at $24M in Q1 2025.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Searcy Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.