Silicon Valley Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Silicon Valley Capital Partners’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	–	Sell	-132	Closed	-$3.07K	–	304
2024 Q4	$3.07K	Sell	132 -750	-85%	-$17.5K	﹤0.01%	291
2024 Q3	$20K	Buy	882 +3	+0.3%	+$65	﹤0.01%	191
2024 Q2	$18.8K	Hold	879	–	–	﹤0.01%	195
2024 Q1	$18.2K	Buy	879 +3	+0.3%	+$59	﹤0.01%	183
2023 Q4	$16.5K	Buy	876 +3	+0.3%	+$53	﹤0.01%	204
2023 Q3	$14.7K	Buy	873 +6	+0.7%	+$105	﹤0.01%	164
2023 Q2	$15.2K	Sell	867 -876	-50%	-$14.5K	﹤0.01%	161
2023 Q1	$28.1K	Buy	1,743 +882	+102%	+$13.9K	0.01%	116
2022 Q4	$13K	Buy	+861	New	+$13K	﹤0.01%	137

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

Silicon Valley Capital Partners's SCHX Position: Q1 2025 in Review

Silicon Valley Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 132 shares — an estimated $3.07K sold.

Silicon Valley Capital Partners first reported a position in SCHX in Q4 2022 and held it in 9 quarters. The position peaked at $28.1K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Silicon Valley Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Silicon Valley Capital Partners sold 132 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $3.07K.
Silicon Valley Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 9 quarters.
Silicon Valley Capital Partners's Schwab US Large- Cap ETF position peaked at $28.1K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2025, filed 28 May 2025.