Wolff Wiese Magana’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wolff Wiese Magana’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 Q3	–	Sell	-63	Closed	-$1.54K	–	1031
2025 Q2	$1.54K	Buy	+63	New	+$1.42K	﹤0.01%	769
2024 Q1	–	Sell	-126	Closed	-$2.37K	–	745
2023 Q4	$2.37K	Hold	126	–	–	﹤0.01%	460
2023 Q3	$2.13K	Sell	126 -126	-50%	-$2.21K	﹤0.01%	539
2023 Q2	$4.4K	Buy	+252	New	+$4.16K	﹤0.01%	458

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wolff Wiese Magana's SCHX Position: Q3 2025 in Review

Wolff Wiese Magana sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 63 shares — an estimated $1.54K sold.

Wolff Wiese Magana first reported a position in SCHX in Q2 2023 and held it in 4 quarters. The position peaked at $4.4K in Q2 2023. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Wolff Wiese Magana reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Wolff Wiese Magana sold 63 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $1.54K.
Wolff Wiese Magana first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 4 quarters.
Wolff Wiese Magana's Schwab US Large- Cap ETF position peaked at $4.4K in Q2 2023.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.