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

Aberdeen 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 		$15.4K Hold
600
– – 0.01% 168
2025
Q4 		$16.1K Hold
600
– – 0.01% 167
2025
Q3 		$15.8K Hold
600
– – 0.01% 155
2025
Q2 		$14.7K Hold
600
– – 0.01% 156
2025
Q1 		$13.2K Hold
600
– – 0.01% 152
2024
Q4 		$13.9K Sell
600
-2,001
-77% -$46.6K 0.01% 157
2024
Q3 		$58.8K Hold
2,601
– – 0.04% 150
2024
Q2 		$55.7K Hold
2,601
– – 0.04% 151
2024
Q1 		$53.8K Hold
2,601
– – 0.03% 156
2023
Q4 		$48.9K Buy
2,601
+2,001
+334% +$35.1K 0.04% 147
2023
Q3 		$10.1K Hold
600
– – 0.01% 155
2023
Q2 		$10.5K Hold
600
– – 0.01% 154
2023
Q1 		$9.67K Hold
600
– – 0.01% 162
2022
Q4 		$9.03K Hold
600
– – 0.01% 162
2022
Q3 		$8K Hold
600
– – 0.01% 157
2022
Q2 		$9K Hold
600
– – 0.01% 159
2022
Q1 		$11K Hold
600
– – 0.01% 163
2021
Q4 		$11K Buy
+600
New +$11.1K 0.01% 156
2021
Q2 		– Sell
-600
Closed -$10K – 152
2021
Q1 		$10K Sell
600
-210
-26% -$3.29K 0.01% 146
2020
Q4 		$12K Buy
+810
New +$11.6K 0.01% 148

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 $1.81B AUM 22.3% 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

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

Aberdeen Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 600 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #168.

Aberdeen Wealth Management first reported a position in SCHX in Q4 2020 and has held it in 20 quarters since. The position peaked at $58.8K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Aberdeen Wealth Management held 600 shares of Schwab US Large- Cap ETF worth $15.4K as of Q1 2026.
  • Aberdeen Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Aberdeen Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • Aberdeen Wealth Management's Schwab US Large- Cap ETF position peaked at $58.8K in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.