WMS Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

WMS Partners’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	-74,766	Closed	-$1.73M	–	223
2024 Q4	$1.73M	Hold	74,766	–	–	0.1%	84
2024 Q3	$1.69M	Buy	74,766 +61,254	+453%	+$1.33M	0.09%	86
2024 Q2	$289K	Buy	+13,512	New	+$279K	0.02%	206
2019 Q2	–	Sell	-39,888	Closed	-$449K	–	223
2019 Q1	$449K	Buy	+39,888	New	+$432K	0.11%	114
2016 Q1	–	Sell	-86,634	Closed	-$701K	–	208
2015 Q4	$701K	Buy	+86,634	New	+$706K	0.1%	100

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

WMS Partners's SCHX Position: Q1 2025 in Review

WMS Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 74,766 shares — an estimated $1.73M sold.

WMS Partners first reported a position in SCHX in Q4 2015 and held it in 5 quarters. The position peaked at $1.73M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

WMS Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 74,766 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.73M.
WMS Partners first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 5 quarters.
WMS Partners's Schwab US Large- Cap ETF position peaked at $1.73M in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.