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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ted Buchan & Co's SCHX Position: Q3 2025 in Review

Ted Buchan & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 22,860 shares — an estimated $559K sold.

Ted Buchan & Co first reported a position in SCHX in Q4 2022 and held it in 7 quarters. The position peaked at $559K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Ted Buchan & Co reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Ted Buchan & Co sold 22,860 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $559K.
Ted Buchan & Co first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 7 quarters.
Ted Buchan & Co's Schwab US Large- Cap ETF position peaked at $559K in Q2 2025.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Ted Buchan & Co's 13F filing for Q3 2025, filed 12 Nov 2025.