SCHX — SCHWAB U.S. LARGE-CAP ETF

Ownership history in Evolution Advisers, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Evolution Advisers, Inc. reported a position in SCHWAB U.S. LARGE-CAP ETF (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.86% (2022 Q4)
Avg. % of fund
0.61%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 55,773 — 0% 0.66% $1.5M $26.91
2025 Q2 REDUCED 55,773 -99 -0.2% 0.67% $1.4M $24.30
2025 Q1 REDUCED 55,872 -113 -0.2% 0.65% $1.2M $21.89
2024 Q4 ADDED 55,985 +36,748 +191.0% 0.71% $1.3M $22.91
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHX price (monthly, adj. close)

Other funds also holding SCHX

As of 2025 Q4 — sorted by position size

Raine Group LLC 3Y 72.18% SAGE FINANCIAL GROUP INC 3Y 7Y 42.45% SIMS INVESTMENT MANAGEMENT, LLC 32.53% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.5% Diversified Enterprises, LLC 27.15% Richardson Capital Management LLC 23.6% BlueSky Wealth Advisors, LLC 3Y 7Y 22.06% HBK Sorce Advisory LLC 3Y 7Y 21.57% Elite Life Management LLC 21.09% Koss-Olinger Consulting, LLC 3Y 20.85%
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