Accent Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Accent Capital 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	$192K	Hold	7,500	–	–	0.09%	48
2025 Q4	$202K	Hold	7,500	–	–	0.09%	53
2025 Q3	$198K	Hold	7,500	–	–	0.08%	59
2025 Q2	$183K	Hold	7,500	–	–	0.08%	60
2025 Q1	$166K	Hold	7,500	–	–	0.1%	57
2024 Q4	$174K	Hold	7,500	–	–	0.1%	52
2024 Q3	$170K	Hold	7,500	–	–	0.1%	60
2024 Q2	$161K	Buy	+7,500	New	+$155K	0.1%	59

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

Accent Capital Management's SCHX Position: Q1 2026 in Review

Accent Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 7,500 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #48.

Accent Capital Management first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $202K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Accent Capital Management held 7,500 shares of Schwab US Large- Cap ETF worth $192K as of Q1 2026.
Accent Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.09% of Accent Capital Management's portfolio in Q1 2026, its #48 holding.
Accent Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Accent Capital Management's Schwab US Large- Cap ETF position peaked at $202K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Accent Capital Management's 13F filing for Q1 2026, filed 11 May 2026.