Signal Advisors Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Signal Advisors Wealth’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	-9,009	Closed	-$237K	–	529
2025 Q3	$237K	Sell	9,009 -9,117	-50%	-$232K	0.02%	404
2025 Q2	$443K	Sell	18,126 -1,966	-10%	-$44.4K	0.03%	313
2025 Q1	$444K	Buy	20,092 +7,148	+55%	+$166K	0.04%	296
2024 Q4	$300K	Buy	+12,944	New	+$302K	0.03%	355
2024 Q1	–	Sell	-18,126	Closed	-$341K	–	298
2023 Q4	$341K	Buy	+18,126	New	+$318K	0.12%	159

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Signal Advisors Wealth's SCHX Position: Q4 2025 in Review

Signal Advisors Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 9,009 shares — an estimated $237K sold.

Signal Advisors Wealth first reported a position in SCHX in Q4 2023 and held it in 5 quarters. The position peaked at $444K in Q1 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Signal Advisors Wealth reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Signal Advisors Wealth sold 9,009 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $237K.
Signal Advisors Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 5 quarters.
Signal Advisors Wealth's Schwab US Large- Cap ETF position peaked at $444K in Q1 2025.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.