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

SevenBridge Financial Group’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
-9,326
Closed -$252K – 214
2025
Q3 		$252K Sell
9,326
-330
-3% -$8.38K 0.04% 185
2025
Q2 		$246K Hold
9,656
– – 0.04% 195
2025
Q1 		$223K Sell
9,656
-1,152
-11% -$26.8K 0.04% 207
2024
Q4 		$259K Sell
10,808
-21,772
-67% -$507K 0.05% 193
2024
Q3 		$258K Buy
32,580
+21,714
+200% +$473K 0.05% 195
2024
Q2 		$223K Sell
10,866
-312
-3% -$6.45K 0.05% 189
2024
Q1 		$226K Sell
11,178
-303
-3% -$5.96K 0.05% 184
2023
Q4 		$216K Sell
11,481
-5,442
-32% -$95.6K 0.05% 180
2023
Q3 		$285K Buy
+16,923
New +$297K 0.07% 152
2022
Q1 		– Sell
-43,980
Closed -$834K – 171
2021
Q4 		$834K Sell
43,980
-15,240
-26% -$282K 0.25% 92
2021
Q3 		$1.03M Sell
59,220
-768
-1% -$13.7K 0.34% 74
2021
Q2 		$1.04M Buy
59,988
+918
+2% +$15.5K 0.34% 81
2021
Q1 		$945K Buy
59,070
+4,182
+8% +$65.5K 0.34% 80
2020
Q4 		$832K Buy
54,888
+186
+0.3% +$2.66K 0.33% 82
2020
Q3 		$735K Buy
54,702
+6,354
+13% +$84.4K 0.33% 77
2020
Q2 		$597K Buy
48,348
+4,224
+10% +$49.2K 0.3% 77
2020
Q1 		$450K Buy
44,124
+2,208
+5% +$26.8K 0.26% 83
2019
Q4 		$537K Buy
41,916
+414
+1% +$5.07K 0.14% 95
2019
Q3 		$491K Buy
41,502
+9,240
+29% +$109K 0.26% 84
2019
Q2 		$377K Buy
+32,262
New +$371K 0.14% 109

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SevenBridge Financial Group's SCHX Position: Q4 2025 in Review

SevenBridge Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 9,326 shares — an estimated $252K sold.

SevenBridge Financial Group first reported a position in SCHX in Q2 2019 and held it in 20 quarters. The position peaked at $1.04M in Q2 2021. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • SevenBridge Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • SevenBridge Financial Group sold 9,326 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $252K.
  • SevenBridge Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 20 quarters.
  • SevenBridge Financial Group's Schwab US Large- Cap ETF position peaked at $1.04M in Q2 2021.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on SevenBridge Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.