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	–	1098
2025 Q3	$12.2K	Buy	+462	New	+$11.7K	﹤0.01%	684
2025 Q1	–	Sell	-297	Closed	-$6.88K	–	1140
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 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

Truvestments Capital's SCHX Position: Q4 2025 in Review

Truvestments Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 462 shares — an estimated $12.2K sold.

Truvestments Capital first reported a position in SCHX in Q2 2022 and held it in 6 quarters. The position peaked at $13.8K in Q4 2023. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Truvestments Capital reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Truvestments Capital sold 462 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $12.2K.
Truvestments Capital first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 6 quarters.
Truvestments Capital's Schwab US Large- Cap ETF position peaked at $13.8K in Q4 2023.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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