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

SteelPeak 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	-9,573	Closed	-$252K	–	636
2025 Q3	$252K	Buy	9,573 +234	+3%	+$5.94K	0.01%	499
2025 Q2	$228K	Sell	9,339 -399	-4%	-$9.02K	0.01%	468
2025 Q1	$215K	Buy	+9,738	New	+$227K	0.01%	477
2022 Q2	–	Sell	-11,508	Closed	-$207K	–	469
2022 Q1	$207K	Sell	11,508 -2,700	-19%	-$47.8K	0.01%	394
2021 Q4	$270K	Sell	14,208 -5,550	-28%	-$103K	0.02%	339
2021 Q3	$343K	Buy	19,758 +4,884	+33%	+$87.1K	0.02%	308
2021 Q2	$258K	Hold	14,874	–	–	0.02%	358
2021 Q1	$238K	Sell	14,874 -3,162	-18%	-$49.5K	0.02%	328
2020 Q4	$273K	Buy	+18,036	New	+$258K	0.02%	269
2020 Q1	–	Sell	-27,276	Closed	-$349K	–	298
2019 Q4	$349K	Buy	+27,276	New	+$334K	0.05%	192

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

SteelPeak Wealth's SCHX Position: Q4 2025 in Review

SteelPeak Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 9,573 shares — an estimated $252K sold.

SteelPeak Wealth first reported a position in SCHX in Q4 2019 and held it in 10 quarters. The position peaked at $349K in Q4 2019. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

SteelPeak Wealth reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 9,573 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $252K.
SteelPeak Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 10 quarters.
SteelPeak Wealth's Schwab US Large- Cap ETF position peaked at $349K in Q4 2019.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.