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Advisor OS’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisor OS’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
-9,650
Closed -$260K – 624
2025
Q4 		$260K Buy
9,650
+652
+7% +$17.4K 0.02% 414
2025
Q3 		$237K Buy
+8,998
New +$228K 0.02% 409

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

Advisor OS's SCHX Position: Q1 2026 in Review

Advisor OS sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 9,650 shares — an estimated $260K sold.

Advisor OS first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Advisor OS reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 9,650 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $260K.
  • Advisor OS first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
  • Advisor OS's Schwab US Large- Cap ETF position peaked at $260K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.