Sheaff Brock Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$835K	Hold	37,800	–	–	0.08%	189
2024 Q4	$876K	Hold	37,800	–	–	0.08%	180
2024 Q3	$855K	Hold	37,800	–	–	0.07%	183
2024 Q2	$810K	Hold	37,800	–	–	0.08%	190
2024 Q1	$782K	Hold	37,800	–	–	0.05%	224
2023 Q4	$711K	Hold	37,800	–	–	0.06%	217
2023 Q3	$638K	Hold	37,800	–	–	0.06%	212
2023 Q2	$660K	Hold	37,800	–	–	0.06%	216
2023 Q1	$609K	Hold	37,800	–	–	0.06%	232
2022 Q4	$569K	Hold	37,800	–	–	0.06%	225
2022 Q3	$534K	Hold	37,800	–	–	0.06%	224
2022 Q2	$563K	Hold	37,800	–	–	0.05%	223
2022 Q1	$679K	Hold	37,800	–	–	0.05%	229
2021 Q4	$717K	Hold	37,800	–	–	0.05%	224
2021 Q3	$655K	Buy	37,800 +9,600	+34%	+$171K	0.05%	222
2021 Q2	$489K	Buy	+28,200	New	+$476K	0.04%	271

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's SCHX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2025 at 37,800 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #189.

Sheaff Brock Investment Advisors first reported a position in SCHX in Q2 2021 and has held it in 16 quarters since. The position peaked at $876K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Sheaff Brock Investment Advisors held 37,800 shares of Schwab US Large- Cap ETF worth $835K as of Q1 2025.
Sheaff Brock Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2025.
Schwab US Large- Cap ETF made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #189 holding.
Sheaff Brock Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 16 quarters since.
Sheaff Brock Investment Advisors's Schwab US Large- Cap ETF position peaked at $876K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.