TBC
SCHX icon

Ted Buchan & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ted Buchan & Co’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
Q3 		– Sell
-22,860
Closed -$559K – 95
2025
Q2 		$559K Buy
+22,860
New +$517K 0.22% 67
2024
Q2 		– Sell
-22,860
Closed -$473K – 98
2024
Q1 		$473K Hold
22,860
– – 0.29% 57
2023
Q4 		$430K Hold
22,860
– – 0.31% 52
2023
Q3 		$386K Hold
22,860
– – 0.31% 54
2023
Q2 		$399K Hold
22,860
– – 0.31% 54
2023
Q1 		$369K Hold
22,860
– – 0.31% 55
2022
Q4 		$344K Buy
+22,860
New +$346K 0.32% 56

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return