VanderPol Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

VanderPol Investments’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	$7.85M	Buy	291,822 +4,348	+2%	+$116K	13.65%	1
2025 Q3	$7.71M	Buy	287,474 +16,988	+6%	+$431K	13.35%	1
2025 Q2	$6.61M	Buy	270,486 +16,336	+6%	+$369K	13.89%	1
2025 Q1	$5.61M	Buy	254,150 +38,245	+18%	+$890K	11.86%	2
2024 Q4	$5M	Buy	215,905 +64,075	+42%	+$1.49M	10.94%	2
2024 Q3	$3.43M	Sell	151,830 -915	-0.6%	-$19.9K	7.65%	3
2024 Q2	$3.27M	Buy	152,745 +13,041	+9%	+$269K	9.93%	1
2024 Q1	$2.89M	Buy	139,704 +19,761	+16%	+$389K	8.29%	2
2023 Q4	$2.25M	Buy	+119,943	New	+$2.11M	7.68%	2

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

VanderPol Investments's SCHX Position: Q4 2025 in Review

VanderPol Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q4 2025, buying an estimated $116K and bringing the position to 291,822 shares worth $7.85M. The position accounts for 13.65% of the portfolio, ranked #1.

VanderPol Investments first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

VanderPol Investments held 291,822 shares of Schwab US Large- Cap ETF worth $7.85M as of Q4 2025.
VanderPol Investments bought 4,348 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $116K.
Schwab US Large- Cap ETF made up 13.65% of VanderPol Investments's portfolio in Q4 2025, its #1 holding.
VanderPol Investments first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.