Tucker Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tucker Asset 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	$31.4K	Buy	1,168 +100	+9%	+$2.67K	0.01%	384
2025 Q3	$28.1K	Sell	1,068 -3,114	-74%	-$79.1K	0.01%	215
2025 Q2	$102K	Sell	4,182 -75	-2%	-$1.7K	0.03%	136
2025 Q1	$94K	Sell	4,257 -216	-5%	-$5.03K	0.03%	140
2024 Q4	$104K	Sell	4,473 -7,833	-64%	-$183K	0.01%	233
2024 Q3	$278K	Sell	12,306 -6,678	-35%	-$146K	0.06%	104
2024 Q2	$407K	Buy	18,984 +1,617	+9%	+$33.4K	0.09%	80
2024 Q1	$359K	Buy	17,367 +14,484	+502%	+$285K	0.08%	98
2023 Q4	$54.2K	Buy	2,883 +21	+0.7%	+$369	0.01%	324
2023 Q3	$48.3K	Hold	2,862	–	–	0.01%	337
2023 Q2	$50K	Buy	2,862 +540	+23%	+$8.92K	0.01%	262
2023 Q1	$37.4K	Hold	2,322	–	–	0.01%	300
2022 Q4	$35K	Buy	2,322 +1,719	+285%	+$26K	0.01%	183
2022 Q3	$9.18K	Buy	+603	New	+$9.46K	﹤0.01%	343

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Tucker Asset Management's SCHX Position: Q4 2025 in Review

Tucker Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q4 2025, buying an estimated $2.67K and bringing the position to 1,168 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #384.

Tucker Asset Management first reported a position in SCHX in Q3 2022 and has held it in 14 quarters since. The position peaked at $407K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Tucker Asset Management held 1,168 shares of Schwab US Large- Cap ETF worth $31.4K as of Q4 2025.
Tucker Asset Management bought 100 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $2.67K.
Schwab US Large- Cap ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #384 holding.
Tucker Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 14 quarters since.
Tucker Asset Management's Schwab US Large- Cap ETF position peaked at $407K in Q2 2024.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.