Advisory Alpha’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisory Alpha’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	$369K	Sell	14,401 -1,543	-10%	-$41.4K	0.01%	398
2025 Q4	$429K	Buy	15,944 +3,766	+31%	+$101K	0.01%	333
2025 Q3	$323K	Sell	12,178 -1,945	-14%	-$49.4K	0.01%	397
2025 Q2	$345K	Buy	14,123 +3,886	+38%	+$87.9K	0.01%	336
2025 Q1	$226K	Buy	+10,237	New	+$238K	0.01%	416
2022 Q3	–	Sell	-26,325	Closed	-$392K	–	261
2022 Q2	$392K	Sell	26,325 -11,181	-30%	-$181K	0.03%	179
2022 Q1	$673K	Sell	37,506 -3,006	-7%	-$53.2K	0.04%	143
2021 Q4	$769K	Sell	40,512 -105,492	-72%	-$1.95M	0.04%	139
2021 Q3	$2.53M	Buy	+146,004	New	+$2.6M	0.17%	64
2020 Q4	–	Sell	-2,730	Closed	-$37K	–	548
2020 Q3	$37K	Sell	2,730 -237,264	-99%	-$3.15M	0.01%	237
2020 Q2	$2.97M	Sell	239,994 -46,044	-16%	-$537K	0.66%	22
2020 Q1	$2.94M	Sell	286,038 -989,370	-78%	-$12M	0.83%	17
2019 Q4	$16.6M	Buy	1,275,408 +207,258	+19%	+$2.54M	4.03%	8
2019 Q3	$12.4M	Buy	1,068,150 +222,990	+26%	+$2.63M	3.68%	8
2019 Q2	$9.98M	Buy	845,160 +57,162	+7%	+$657K	3.33%	9
2019 Q1	$8.98M	Buy	787,998 +236,142	+43%	+$2.56M	3.25%	9
2018 Q4	$5.96M	Sell	551,856 -224,388	-29%	-$2.41M	2.81%	10
2018 Q3	$8.36M	Buy	776,244 +16,344	+2%	+$186K	2.12%	18
2018 Q2	$8.46M	Buy	759,900 +472,968	+165%	+$5.1M	2.12%	17
2018 Q1	$3.04M	Buy	286,932 +146,682	+105%	+$1.6M	1.06%	28
2017 Q4	$1.57M	Buy	140,250 +98,514	+236%	+$1.02M	0.51%	59
2017 Q3	$430K	Buy	41,736 +15,756	+61%	+$155K	0.12%	91
2017 Q2	$256K	Buy	25,980 +23,478	+938%	+$224K	0.07%	101
2017 Q1	$23K	Buy	+2,502	New	+$23.1K	0.01%	132
2016 Q4	–	Sell	-68,982	Closed	-$593K	–	127
2016 Q3	$593K	Buy	68,982 +64,818	+1,557%	+$556K	0.25%	42
2016 Q2	$35K	Buy	+4,164	New	+$34.2K	0.02%	57

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 $1.54B AUM 16.9% 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

Advisory Alpha's SCHX Position: Q1 2026 in Review

Advisory Alpha reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.7% in Q1 2026, selling an estimated $41.4K and leaving 14,401 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #398.

Advisory Alpha first reported a position in SCHX in Q2 2016 and has held it in 26 quarters since. The position peaked at $16.6M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Advisory Alpha held 14,401 shares of Schwab US Large- Cap ETF worth $369K as of Q1 2026.
Advisory Alpha sold 1,543 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $41.4K.
Schwab US Large- Cap ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #398 holding.
Advisory Alpha first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 26 quarters since.
Advisory Alpha's Schwab US Large- Cap ETF position peaked at $16.6M in Q4 2019.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.