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SMI Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

SMI Advisory Services’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
-17,293
Closed -$399K – 57
2024
Q4 		$399K Buy
17,293
+3,883
+29% +$90.5K 0.09% 44
2024
Q3 		$303K Buy
13,410
+1,419
+12% +$30.9K 0.07% 47
2024
Q2 		$262K Buy
+11,991
New +$248K 0.06% 49
2024
Q1 		– Sell
-24,810
Closed -$467K – 68
2023
Q4 		$467K Sell
24,810
-2,220
-8% -$39K 0.12% 35
2023
Q3 		$469K Buy
+27,030
New +$474K 0.17% 34

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
SEI Investments
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 $1.54B AUM 16.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SMI Advisory Services's SCHX Position: Q1 2025 in Review

SMI Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 17,293 shares — an estimated $399K sold.

SMI Advisory Services first reported a position in SCHX in Q3 2023 and held it in 5 quarters. The position peaked at $469K in Q3 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • SMI Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SMI Advisory Services sold 17,293 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $399K.
  • SMI Advisory Services first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 5 quarters.
  • SMI Advisory Services's Schwab US Large- Cap ETF position peaked at $469K in Q3 2023.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.