True Vision MN’s Schwab US Large- Cap ETF SCHX Stock Holding History

True Vision MN’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 Q4	–	Sell	-7,759	Closed	-$204K	–	117
2025 Q3	$204K	Buy	+7,759	New	+$197K	0.11%	107
2024 Q3	–	Sell	-9,750	Closed	-$209K	–	108
2024 Q2	$209K	Buy	+9,750	New	+$201K	0.14%	102
2024 Q1	–	Sell	-17,421	Closed	-$328K	–	103
2023 Q4	$328K	Buy	+17,421	New	+$306K	0.26%	78

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

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

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

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

True Vision MN's SCHX Position: Q4 2025 in Review

True Vision MN sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 7,759 shares — an estimated $204K sold.

True Vision MN first reported a position in SCHX in Q4 2023 and held it in 3 quarters. The position peaked at $328K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

True Vision MN reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
True Vision MN sold 7,759 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $204K.
True Vision MN first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 3 quarters.
True Vision MN's Schwab US Large- Cap ETF position peaked at $328K in Q4 2023.
1,554 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on True Vision MN's 13F filing for Q4 2025, filed 14 Jan 2026.