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

XML Financial’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 		$867K Sell
33,807
-4,845
-13% -$130K 0.07% 196
2025
Q4 		$1.04M Buy
38,652
+3,824
+11% +$102K 0.08% 175
2025
Q3 		$917K Buy
34,828
+105
+0.3% +$2.67K 0.07% 184
2025
Q2 		$849K Buy
34,723
+366
+1% +$8.28K 0.07% 189
2025
Q1 		$759K Buy
34,357
+133
+0.4% +$3.1K 0.07% 187
2024
Q4 		$793K Buy
34,224
+42
+0.1% +$979 0.07% 189
2024
Q3 		$773K Buy
34,182
+78
+0.2% +$1.7K 0.07% 190
2024
Q2 		$730K Hold
34,104
– – 0.07% 189
2024
Q1 		$706K Buy
+34,104
New +$671K 0.07% 194

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