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

TruNorth 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
Q4 		– Sell
-2,112
Closed -$55.6K – 331
2025
Q3 		$55.6K Hold
2,112
– – 0.01% 169
2025
Q2 		$51.6K Hold
2,112
– – 0.01% 161
2025
Q1 		$46.6K Hold
2,112
– – 0.01% 218
2024
Q4 		$49K Hold
2,112
– – 0.01% 150
2024
Q3 		$47.8K Buy
2,112
+789
+60% +$17.2K 0.01% 156
2024
Q2 		$28.3K Hold
1,323
– – 0.01% 175
2024
Q1 		$27.4K Buy
+1,323
New +$26K 0.01% 136

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $70.8B AUM 21.68% 1-Year Est. Return

TruNorth Capital Management's SCHX Position: Q4 2025 in Review

TruNorth Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 2,112 shares — an estimated $55.6K sold.

TruNorth Capital Management first reported a position in SCHX in Q1 2024 and held it in 7 quarters. The position peaked at $55.6K in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • TruNorth Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 2,112 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $55.6K.
  • TruNorth Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Schwab US Large- Cap ETF position peaked at $55.6K in Q3 2025.
  • 1,552 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.