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

Truvestments Capital’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
-462
Closed -$12.2K – 1101
2025
Q3 		$12.2K Buy
+462
New +$11.7K ﹤0.01% 684
2025
Q1 		– Sell
-297
Closed -$6.88K – 1141
2024
Q4 		$6.88K Hold
297
– – ﹤0.01% 660
2024
Q3 		$6.72K Buy
+297
New +$6.47K ﹤0.01% 643
2024
Q1 		– Sell
-732
Closed -$13.8K – 847
2023
Q4 		$13.8K Buy
+732
New +$12.9K 0.01% 490
2022
Q4 		– Sell
-195
Closed -$3K – 957
2022
Q3 		$3K Hold
195
– – ﹤0.01% 523
2022
Q2 		$3K Buy
+195
New +$3.16K ﹤0.01% 538

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 $4.9B AUM 16.64% 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 $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return