WAG
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Wiser Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wiser Advisor Group’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
2026
Q1 		$1.97M Sell
76,644
-791
-1% -$21.2K 2.38% 14
2025
Q4 		$2.08M Buy
77,435
+2,292
+3% +$61.2K 2.38% 12
2025
Q3 		$1.98M Buy
75,143
+3,540
+5% +$89.9K 2.46% 14
2025
Q2 		$1.75M Buy
71,603
+7,809
+12% +$177K 3.04% 13
2025
Q1 		$1.41M Sell
63,794
-5,079
-7% -$118K 2.08% 18
2024
Q4 		$1.6M Buy
68,873
+1,340
+2% +$31.2K 2.32% 16
2024
Q3 		$1.53M Buy
67,533
+852
+1% +$18.6K 2.28% 14
2024
Q2 		$1.43M Sell
66,681
-54
-0.1% -$1.12K 2.25% 14
2024
Q1 		$1.38M Sell
66,735
-279
-0.4% -$5.49K 2.16% 15
2023
Q4 		$1.26M Buy
+67,014
New +$1.18M 2.1% 15

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return