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Tyler-Stone Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tyler-Stone Wealth 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
Q2 		$357K Buy
+14,594
New +$330K 0.06% 237
2024
Q3 		– Sell
-756
Closed -$16.2K – 825
2024
Q2 		$16.2K Hold
756
– – 0.01% 561
2024
Q1 		$15.6K Hold
756
– – 0.01% 571
2023
Q4 		$14.2K Buy
+756
New +$13.3K 0.01% 568

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tyler-Stone Wealth Management's SCHX Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2025: 14,594 shares worth $357K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in SCHX as recently as Q2 2024.

Tyler-Stone Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Tyler-Stone Wealth Management held 14,594 shares of Schwab US Large- Cap ETF worth $357K as of Q2 2025.
  • Schwab US Large- Cap ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
  • Schwab US Large- Cap ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #237 holding.
  • Tyler-Stone Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.