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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 – 530
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

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MGIA
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HSA
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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 $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return