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

AA Financial Advisors’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	–	Sell	-9,397	Closed	-$253K	–	235
2025 Q4	$253K	Sell	9,397 -636	-6%	-$17K	0.05%	191
2025 Q3	$264K	Sell	10,033 -229	-2%	-$5.82K	0.05%	165
2025 Q2	$251K	Buy	+10,262	New	+$232K	0.05%	167
2025 Q1	–	Sell	-407,772	Closed	-$9.45M	–	180
2024 Q4	$9.45M	Buy	407,772 +5,283	+1%	+$123K	2.52%	6
2024 Q3	$9.1M	Buy	402,489 +5,811	+1%	+$127K	2.64%	6
2024 Q2	$8.5M	Sell	396,678 -7,578	-2%	-$157K	2.99%	5
2024 Q1	$8.36M	Sell	404,256 -6,369	-2%	-$125K	3.37%	3
2023 Q4	$7.72M	Buy	+410,625	New	+$7.21M	5.14%	4

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

AA Financial Advisors's SCHX Position: Q1 2026 in Review

AA Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 9,397 shares — an estimated $253K sold.

AA Financial Advisors first reported a position in SCHX in Q4 2023 and held it in 8 quarters. The position peaked at $9.45M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

AA Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
AA Financial Advisors sold 9,397 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $253K.
AA Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 8 quarters.
AA Financial Advisors's Schwab US Large- Cap ETF position peaked at $9.45M in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.