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Synergy Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Synergy Asset Management’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
-527
Closed -$35.7K – 708
2024
Q4 		$35.7K Buy
+527
New +$12.3K ﹤0.01% 308

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MGIA
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SFG
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Northwestern Mutual Wealth Management
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UBS Group
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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

Synergy Asset Management's SCHX Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 527 shares — an estimated $35.7K sold.

Synergy Asset Management first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $35.7K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 527 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $35.7K.
  • Synergy Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab US Large- Cap ETF position peaked at $35.7K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.