Vantage Financial Partners (Wisconsin)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$2.83M	Sell	105,304 -1,713	-2%	-$45.7K	0.58%	29
2025 Q3	$2.82M	Sell	107,017 -4,059	-4%	-$103K	0.59%	29
2025 Q2	$2.71M	Sell	111,076 -2,372	-2%	-$53.6K	0.63%	27
2025 Q1	$2.5M	Sell	113,448 -2,053	-2%	-$47.8K	0.62%	26
2024 Q4	$2.68M	Buy	115,501 +3,058	+3%	+$71.3K	0.67%	25
2024 Q3	$2.54M	Sell	112,443 -522,156	-82%	-$11.4M	0.63%	22
2024 Q2	$13.6M	Buy	634,599 +10,965	+2%	+$227K	3.53%	9
2024 Q1	$12.9M	Buy	623,634 +7,671	+1%	+$151K	3.47%	8
2023 Q4	$11.6M	Buy	615,963 +7,635	+1%	+$134K	3.4%	8
2023 Q3	$10.3M	Sell	608,328 -31,425	-5%	-$551K	4.03%	8
2023 Q2	$11.2M	Sell	639,753 -825	-0.1%	-$13.6K	4.18%	7
2023 Q1	$10.3M	Buy	+640,578	New	+$10.1M	4.1%	5

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 $1.54B AUM 16.9% 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

Vantage Financial Partners (Wisconsin)'s SCHX Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q4 2025, selling an estimated $45.7K and leaving 105,304 shares worth $2.83M. The position accounts for 0.58% of the portfolio, ranked #29.

Vantage Financial Partners (Wisconsin) first reported a position in SCHX in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q2 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 105,304 shares of Schwab US Large- Cap ETF worth $2.83M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 1,713 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $45.7K.
Schwab US Large- Cap ETF made up 0.58% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #29 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Schwab US Large- Cap ETF position peaked at $13.6M in Q2 2024.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.