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United Asset Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-11,592
Closed -$269K – 248
2024
Q4 		$269K Sell
11,592
-1,347
-10% -$31.4K 0.02% 211
2024
Q3 		$293K Buy
12,939
+873
+7% +$19K 0.03% 204
2024
Q2 		$258K Buy
12,066
+1,995
+20% +$41.2K 0.03% 202
2024
Q1 		$208K Sell
10,071
-3,504
-26% -$69K 0.02% 225
2023
Q4 		$255K Buy
13,575
+690
+5% +$12.1K 0.03% 210
2023
Q3 		$217K Buy
12,885
+405
+3% +$7.11K 0.03% 216
2023
Q2 		$218K Buy
+12,480
New +$206K 0.03% 214
2019
Q4 		– Sell
-108,630
Closed -$1.28M – 212
2019
Q3 		$1.28M Buy
108,630
+2,850
+3% +$33.6K 0.28% 87
2019
Q2 		$1.24M Buy
105,780
+41,502
+65% +$477K 0.28% 87
2019
Q1 		$724K Sell
64,278
-58,758
-48% -$637K 0.17% 118
2018
Q4 		$1.22M Buy
123,036
+105,006
+582% +$1.13M 0.33% 76
2018
Q3 		$209K Buy
+18,030
New +$205K 0.05% 192
2018
Q2 		– Sell
-110,442
Closed -$1.16M – 204
2018
Q1 		$1.16M Buy
110,442
+6,576
+6% +$71.5K 0.34% 74
2017
Q4 		$1.1M Buy
103,866
+55,224
+114% +$572K 0.3% 83
2017
Q3 		$487K Buy
48,642
+5,304
+12% +$52.1K 0.28% 67
2017
Q2 		$417K Buy
43,338
+2,988
+7% +$28.5K 0.12% 110
2017
Q1 		$378K Buy
40,350
+13,104
+48% +$121K 0.12% 103
2016
Q4 		$242K Buy
+27,246
New +$237K 0.08% 123

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

United Asset Strategies's SCHX Position: Q1 2025 in Review

United Asset Strategies sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 11,592 shares — an estimated $269K sold.

United Asset Strategies first reported a position in SCHX in Q4 2016 and held it in 18 quarters. The position peaked at $1.28M in Q3 2019. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • United Asset Strategies reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • United Asset Strategies sold 11,592 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $269K.
  • United Asset Strategies first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 18 quarters.
  • United Asset Strategies's Schwab US Large- Cap ETF position peaked at $1.28M in Q3 2019.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.