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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 – 299
2019
Q4 		$349K Buy
+27,276
New +$334K 0.05% 192

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
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