Wade Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wade Financial Advisory’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	$1.11M	Hold	50,406	–	–	0.38%	37
2024 Q4	$1.17M	Buy	50,406 +15,228	+43%	+$355K	0.4%	36
2024 Q3	$796K	Hold	35,178	–	–	0.27%	44
2024 Q2	$753K	Hold	35,178	–	–	0.27%	44
2024 Q1	$728K	Hold	35,178	–	–	0.27%	46
2023 Q4	$661K	Hold	35,178	–	–	0.25%	47
2023 Q3	$593K	Hold	35,178	–	–	0.25%	45
2023 Q2	$614K	Hold	35,178	–	–	0.24%	45
2023 Q1	$567K	Hold	35,178	–	–	0.24%	45
2022 Q4	$529K	Sell	35,178 -8,466	-19%	-$128K	0.24%	49
2022 Q3	$616K	Hold	43,644	–	–	0.31%	44
2022 Q2	$650K	Buy	43,644 +1,830	+4%	+$29.7K	0.31%	44
2022 Q1	$751K	Buy	41,814 +708	+2%	+$12.5K	0.32%	43
2021 Q4	$780K	Hold	41,106	–	–	0.41%	40
2021 Q3	$713K	Hold	41,106	–	–	0.4%	40
2021 Q2	$712K	Buy	41,106 +600	+1%	+$10.1K	0.39%	41
2021 Q1	$648K	Hold	40,506	–	–	0.41%	40
2020 Q4	$614K	Hold	40,506	–	–	0.41%	39
2020 Q3	$544K	Hold	40,506	–	–	0.43%	42
2020 Q2	$500K	Sell	40,506 -216	-0.5%	-$2.52K	0.43%	42
2020 Q1	$416K	Hold	40,722	–	–	0.42%	41
2019 Q4	$521K	Buy	+40,722	New	+$499K	0.46%	35

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

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 $1.54B AUM 16.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wade Financial Advisory's SCHX Position: Q1 2025 in Review

Wade Financial Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2025 at 50,406 shares worth $1.11M. The position accounts for 0.38% of the portfolio, ranked #37.

Wade Financial Advisory first reported a position in SCHX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Wade Financial Advisory held 50,406 shares of Schwab US Large- Cap ETF worth $1.11M as of Q1 2025.
Wade Financial Advisory left its Schwab US Large- Cap ETF share count unchanged in Q1 2025.
Schwab US Large- Cap ETF made up 0.38% of Wade Financial Advisory's portfolio in Q1 2025, its #37 holding.
Wade Financial Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Schwab US Large- Cap ETF position peaked at $1.17M in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.