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

Sebold 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 Q2	$1.84M	Sell	75,232 -4,971	-6%	-$112K	1.13%	22
2025 Q1	$1.77M	Sell	80,203 -7,798	-9%	-$182K	1.16%	24
2024 Q4	$2.04M	Sell	88,001 -3,250	-4%	-$75.7K	1.37%	22
2024 Q3	$2.06M	Sell	91,251 -306	-0.3%	-$6.67K	1.36%	22
2024 Q2	$1.96M	Sell	91,557 -23,427	-20%	-$484K	1.35%	22
2024 Q1	$2.38M	Sell	114,984 -1,362	-1%	-$26.8K	1.61%	17
2023 Q4	$2.19M	Sell	116,346 -16,071	-12%	-$282K	1.62%	16
2023 Q3	$2.23M	Sell	132,417 -6,855	-5%	-$120K	1.82%	16
2023 Q2	$2.43M	Sell	139,272 -7,974	-5%	-$132K	1.94%	13
2023 Q1	$2.37M	Sell	147,246 -888	-0.6%	-$14K	1.87%	14
2022 Q4	$2.23M	Buy	+148,134	New	+$2.24M	1.83%	14

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

Sebold Capital Management's SCHX Position: Q2 2025 in Review

Sebold Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.2% in Q2 2025, selling an estimated $112K and leaving 75,232 shares worth $1.84M. The position accounts for 1.13% of the portfolio, ranked #22.

Sebold Capital Management first reported a position in SCHX in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.43M in Q2 2023. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Sebold Capital Management held 75,232 shares of Schwab US Large- Cap ETF worth $1.84M as of Q2 2025.
Sebold Capital Management sold 4,971 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $112K.
Schwab US Large- Cap ETF made up 1.13% of Sebold Capital Management's portfolio in Q2 2025, its #22 holding.
Sebold Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Schwab US Large- Cap ETF position peaked at $2.43M in Q2 2023.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.