SW
SCHX icon

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

SVB 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
Q1 		– Sell
-9,734
Closed -$226K – 1748
2024
Q4 		$226K Buy
+9,734
New +$227K ﹤0.01% 649
2024
Q3 		– Sell
-16,998
Closed -$364K – 498
2024
Q2 		$364K Sell
16,998
-5,073
-23% -$105K 0.01% 504
2024
Q1 		$457K Buy
22,071
+279
+1% +$5.49K 0.01% 504
2023
Q4 		$410K Sell
21,792
-42,837
-66% -$752K 0.01% 541
2023
Q3 		$1.09M Sell
64,629
-1,461
-2% -$25.6K 0.02% 308
2023
Q2 		$1.15M Sell
66,090
-207,357
-76% -$3.42M 0.02% 318
2023
Q1 		$4.41M Buy
273,447
+88,011
+47% +$1.39M 0.06% 181
2022
Q4 		$2.79M Buy
185,436
+125,352
+209% +$1.9M 0.04% 227
2022
Q3 		$848K Buy
+60,084
New +$943K 0.01% 398
2022
Q2 		– Sell
-13,473
Closed -$242K – 838
2022
Q1 		$242K Sell
13,473
-16,599
-55% -$294K ﹤0.01% 645
2021
Q4 		$570K Sell
30,072
-1,362
-4% -$25.2K 0.01% 420
2021
Q3 		$545K Buy
31,434
+876
+3% +$15.6K 0.01% 573
2021
Q2 		$530K Sell
30,558
-8,136
-21% -$137K 0.01% 560
2021
Q1 		$618K Buy
+38,694
New +$606K 0.01% 467

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

SVB Wealth's SCHX Position: Q1 2025 in Review

SVB Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 9,734 shares — an estimated $226K sold.

SVB Wealth first reported a position in SCHX in Q1 2021 and held it in 14 quarters. The position peaked at $4.41M in Q1 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • SVB Wealth reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 9,734 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $226K.
  • SVB Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 14 quarters.
  • SVB Wealth's Schwab US Large- Cap ETF position peaked at $4.41M in Q1 2023.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.