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Telos Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Telos Capital 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
Q2 		– Sell
-10,108
Closed -$223K – 199
2025
Q1 		$223K Buy
+10,108
New +$235K 0.02% 185
2020
Q1 		– Sell
-16,740
Closed -$214K – 185
2019
Q4 		$214K Buy
+16,740
New +$205K 0.05% 174

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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
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 $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Telos Capital Management's SCHX Position: Q2 2025 in Review

Telos Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 10,108 shares — an estimated $223K sold.

Telos Capital Management first reported a position in SCHX in Q4 2019 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Telos Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Telos Capital Management sold 10,108 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $223K.
  • Telos Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 2 quarters.
  • Telos Capital Management's Schwab US Large- Cap ETF position peaked at $223K in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Telos Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.