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Socha Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Socha Financial Group’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
Q3 		– Sell
-9,302
Closed -$227K – 25
2025
Q2 		$227K Buy
+9,302
New +$210K 0.1% 20

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Socha Financial Group's SCHX Position: Q3 2025 in Review

Socha Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 9,302 shares — an estimated $227K sold.

Socha Financial Group first reported a position in SCHX in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Socha Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Socha Financial Group sold 9,302 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $227K.
  • Socha Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 1 quarter.
  • Socha Financial Group's Schwab US Large- Cap ETF position peaked at $227K in Q2 2025.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Socha Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.