T
SCHX icon

Transce3nd’s Schwab US Large- Cap ETF SCHX Stock Holding History

Transce3nd’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
-21
Closed -$513 – 950
2025
Q2 		$513 Sell
21
-1,378
-98% -$31.2K ﹤0.01% 1077
2025
Q1 		$30.9K Sell
1,399
-75,254
-98% -$1.75M 0.01% 364
2024
Q4 		$1.78M Buy
+76,653
New +$1.79M 0.6% 23

Other funds holding SCHX

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

Transce3nd's SCHX Position: Q3 2025 in Review

Transce3nd sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 21 shares — an estimated $513 sold.

Transce3nd first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $1.78M in Q4 2024. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Transce3nd reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 21 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $513.
  • Transce3nd first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Schwab US Large- Cap ETF position peaked at $1.78M in Q4 2024.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.