Trivant Custom Portfolio Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trivant Custom Portfolio Group’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	-4,800	Closed	-$106K	–	186
2025 Q1	$106K	Hold	4,800	–	–	0.06%	86
2024 Q4	$111K	Hold	4,800	–	–	0.07%	72
2024 Q3	$109K	Hold	4,800	–	–	0.06%	73
2024 Q2	$103K	Hold	4,800	–	–	0.06%	78
2024 Q1	$99.3K	Hold	4,800	–	–	0.06%	73
2023 Q4	$90.2K	Hold	4,800	–	–	0.06%	79
2023 Q3	$81K	Hold	4,800	–	–	0.06%	69
2023 Q2	$83.8K	Hold	4,800	–	–	0.06%	81
2023 Q1	$77.4K	Buy	+4,800	New	+$75.5K	0.06%	93

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Trivant Custom Portfolio Group's SCHX Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 4,800 shares — an estimated $106K sold.

Trivant Custom Portfolio Group first reported a position in SCHX in Q1 2023 and held it in 9 quarters. The position peaked at $111K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 4,800 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $106K.
Trivant Custom Portfolio Group first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's Schwab US Large- Cap ETF position peaked at $111K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.