Advisornet Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Buy |
123,912
+24,054
| +24% | +$645K | 0.16% | 120 |
|
|
2025
Q4 | $2.69M | Buy |
99,858
+15,386
| +18% | +$411K | 0.14% | 136 |
|
|
2025
Q3 | $2.22M | Sell |
84,472
-16,708
| -17% | -$424K | 0.13% | 148 |
|
|
2025
Q2 | $2.47M | Sell |
101,180
-10,159
| -9% | -$230K | 0.16% | 126 |
|
|
2025
Q1 | $2.46M | Buy |
111,339
+4,269
| +4% | +$99.4K | 0.18% | 114 |
|
|
2024
Q4 | $2.48M | Sell |
107,070
-3,567
| -3% | -$83.1K | 0.21% | 105 |
|
|
2024
Q3 | $2.5M | Buy |
110,637
+20,340
| +23% | +$443K | 0.19% | 122 |
|
|
2024
Q2 | $1.93M | Sell |
90,297
-453
| -0.5% | -$9.36K | 0.18% | 135 |
|
|
2024
Q1 | $1.88M | Buy |
90,750
+2,991
| +3% | +$58.9K | 0.18% | 133 |
|
|
2023
Q4 | $1.65M | Buy |
87,759
+7,902
| +10% | +$139K | 0.15% | 160 |
|
|
2023
Q3 | $1.35M | Sell |
79,857
-4,968
| -6% | -$87.2K | 0.12% | 172 |
|
|
2023
Q2 | $1.48M | Buy |
84,825
+651
| +0.8% | +$10.7K | 0.13% | 168 |
|
|
2023
Q1 | $1.36M | Buy |
84,174
+2,424
| +3% | +$38.1K | 0.12% | 173 |
|
|
2022
Q4 | $1.23M | Sell |
81,750
-17,100
| -17% | -$259K | 0.12% | 180 |
|
|
2022
Q3 | $1.4M | Buy |
98,850
+2,463
| +3% | +$38.6K | 0.14% | 167 |
|
|
2022
Q2 | $1.44M | Sell |
96,387
-5,466
| -5% | -$88.6K | 0.14% | 166 |
|
|
2022
Q1 | $1.83M | Sell |
101,853
-21,531
| -17% | -$381K | 0.11% | 171 |
|
|
2021
Q4 | $2.34M | Sell |
123,384
-11,124
| -8% | -$205K | 0.14% | 138 |
|
|
2021
Q3 | $2.33M | Buy |
134,508
+288
| +0.2% | +$5.14K | 0.16% | 125 |
|
|
2021
Q2 | $2.33M | Sell |
134,220
-46,170
| -26% | -$779K | 0.15% | 137 |
|
|
2021
Q1 | $2.89M | Sell |
180,390
-35,082
| -16% | -$550K | 0.21% | 109 |
|
|
2020
Q4 | $3.27M | Sell |
215,472
-15,960
| -7% | -$228K | 0.26% | 83 |
|
|
2020
Q3 | $3.11M | Sell |
231,432
-137,778
| -37% | -$1.83M | 0.27% | 83 |
|
|
2020
Q2 | $4.56M | Sell |
369,210
-8,724
| -2% | -$102K | 0.37% | 63 |
|
|
2020
Q1 | $3.86M | Sell |
377,934
-403,584
| -52% | -$4.9M | 0.36% | 64 |
|
|
2019
Q4 | $10M | Buy |
781,518
+277,332
| +55% | +$3.4M | 0.85% | 18 |
|
|
2019
Q3 | $5.96M | Buy |
504,186
+7,368
| +1% | +$86.8K | 0.55% | 33 |
|
|
2019
Q2 | $5.81M | Buy |
496,818
+233,964
| +89% | +$2.69M | 0.64% | 26 |
|
|
2019
Q1 | $2.96M | Sell |
262,854
-22,122
| -8% | -$240K | 0.36% | 61 |
|
|
2018
Q4 | $2.83M | Buy |
284,976
+2,808
| +1% | +$30.1K | 0.39% | 53 |
|
|
2018
Q3 | $3.27M | Sell |
282,168
-5,340
| -2% | -$60.7K | 0.41% | 44 |
|
|
2018
Q2 | $3.11M | Buy |
287,508
+3,366
| +1% | +$36.3K | 0.42% | 41 |
|
|
2018
Q1 | $2.99M | Buy |
284,142
+51,750
| +22% | +$563K | 0.41% | 47 |
|
|
2017
Q4 | $2.47M | Buy |
+232,392
| New | +$2.41M | 0.38% | 57 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Advisornet Financial's SCHX Position: Q1 2026 in Review
Advisornet Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q1 2026, buying an estimated $645K and bringing the position to 123,912 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #120.
Advisornet Financial first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $10M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Advisornet Financial held 123,912 shares of Schwab US Large- Cap ETF worth $3.18M as of Q1 2026.
- Advisornet Financial bought 24,054 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $645K.
- Schwab US Large- Cap ETF made up 0.16% of Advisornet Financial's portfolio in Q1 2026, its #120 holding.
- Advisornet Financial first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Schwab US Large- Cap ETF position peaked at $10M in Q4 2019.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.