49 Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

49 Wealth Management’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	$787K	Buy	+30,712	New	+$824K	0.06%	86
2025 Q1	–	Sell	-13,163	Closed	-$305K	–	205
2024 Q4	$305K	Sell	13,163 -1,210	-8%	-$28.2K	0.04%	121
2024 Q3	$325K	Buy	+14,373	New	+$313K	0.05%	112

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

49 Wealth Management's SCHX Position: Q1 2026 in Review

49 Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 30,712 shares worth $787K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in SCHX as recently as Q4 2024.

49 Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

49 Wealth Management held 30,712 shares of Schwab US Large- Cap ETF worth $787K as of Q1 2026.
Schwab US Large- Cap ETF was a new 49 Wealth Management position in Q1 2026.
Schwab US Large- Cap ETF made up 0.06% of 49 Wealth Management's portfolio in Q1 2026, its #86 holding.
49 Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 3 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.