Stephens Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stephens Consulting’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	$119K	Sell	4,424 -163	-4%	-$4.35K	0.04%	90
2025 Q3	$121K	Sell	4,587 -279	-6%	-$7.08K	0.04%	90
2025 Q2	$119K	Buy	4,866 +205	+4%	+$4.63K	0.03%	132
2025 Q1	$103K	Hold	4,661	–	–	0.03%	139
2024 Q4	$108K	Sell	4,661 -100	-2%	-$2.33K	0.03%	137
2024 Q3	$108K	Hold	4,761	–	–	0.03%	132
2024 Q2	$102K	Sell	4,761 -1,578	-25%	-$32.6K	0.03%	130
2024 Q1	$131K	Hold	6,339	–	–	0.04%	107
2023 Q4	$119K	Buy	6,339 +348	+6%	+$6.11K	0.04%	111
2023 Q3	$101K	Hold	5,991	–	–	0.04%	112
2023 Q2	$105K	Buy	5,991 +6	+0.1%	+$99	0.04%	107
2023 Q1	$96.5K	Hold	5,985	–	–	0.06%	113
2022 Q4	$90.1K	Hold	5,985	–	–	0.06%	112
2022 Q3	$84.5K	Buy	+5,985	New	+$93.9K	0.08%	118

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Stephens Consulting's SCHX Position: Q4 2025 in Review

Stephens Consulting reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q4 2025, selling an estimated $4.35K and leaving 4,424 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #90.

Stephens Consulting first reported a position in SCHX in Q3 2022 and has held it in 14 quarters since. The position peaked at $131K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Stephens Consulting held 4,424 shares of Schwab US Large- Cap ETF worth $119K as of Q4 2025.
Stephens Consulting sold 163 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $4.35K.
Schwab US Large- Cap ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #90 holding.
Stephens Consulting first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 14 quarters since.
Stephens Consulting's Schwab US Large- Cap ETF position peaked at $131K in Q1 2024.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.