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Tower View Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tower View Wealth 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
Q3 		– Sell
-303
Closed -$7.4K – 196
2025
Q2 		$7.4K Buy
303
+171
+130% +$3.87K ﹤0.01% 152
2025
Q1 		$2.92K Buy
+132
New +$3.07K ﹤0.01% 169

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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Tower View Wealth Management's SCHX Position: Q3 2025 in Review

Tower View Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 303 shares — an estimated $7.4K sold.

Tower View Wealth Management first reported a position in SCHX in Q1 2025 and held it in 2 quarters. The position peaked at $7.4K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Tower View Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 303 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $7.4K.
  • Tower View Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 2 quarters.
  • Tower View Wealth Management's Schwab US Large- Cap ETF position peaked at $7.4K in Q2 2025.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.