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

Advisory Services Network’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	$8.55M	Sell	333,641 -18,270	-5%	-$490K	0.11%	183
2025 Q4	$9.47M	Sell	351,911 -35,049	-9%	-$936K	0.13%	163
2025 Q3	$10.2M	Buy	386,960 +4,795	+1%	+$122K	0.15%	142
2025 Q2	$9.57M	Buy	382,165 +194,340	+103%	+$4.39M	0.15%	145
2025 Q1	$4.15M	Sell	187,825 -28,696	-13%	-$668K	0.08%	285
2024 Q4	$5.02M	Buy	216,521 +30,176	+16%	+$703K	0.09%	241
2024 Q3	$3.99M	Hold	186,345	–	–	0.08%	267
2024 Q2	$3.99M	Buy	186,345 +14,718	+9%	+$304K	0.08%	267
2024 Q1	$3.55M	Buy	171,627 +5,628	+3%	+$111K	0.08%	295
2023 Q4	$3.12M	Sell	165,999 -93	-0.1%	-$1.63K	0.08%	295
2023 Q3	$2.8M	Buy	166,092 +45,423	+38%	+$797K	0.08%	304
2023 Q2	$2.11M	Sell	120,669 -10,803	-8%	-$178K	0.06%	395
2023 Q1	$2.12M	Sell	131,472 -1,623	-1%	-$25.5K	0.06%	389
2022 Q4	$2M	Sell	133,095 -861	-0.6%	-$13K	0.06%	375
2022 Q3	$1.89M	Sell	133,956 -16,887	-11%	-$265K	0.07%	356
2022 Q2	$2.25M	Buy	150,843 +80,736	+115%	+$1.31M	0.08%	310
2022 Q1	$1.26M	Buy	70,107 +19,737	+39%	+$349K	0.04%	553
2021 Q4	$956K	Buy	50,370 +3,480	+7%	+$64.3K	0.03%	641
2021 Q3	$813K	Sell	46,890 -87,678	-65%	-$1.56M	0.03%	686
2021 Q2	$2.33M	Buy	134,568 +17,298	+15%	+$292K	0.07%	347
2021 Q1	$1.88M	Buy	117,270 +24,816	+27%	+$389K	0.07%	364
2020 Q4	$1.4M	Buy	92,454 +13,902	+18%	+$199K	0.06%	399
2020 Q3	$1.06M	Sell	78,552 -20,292	-21%	-$270K	0.05%	398
2020 Q2	$1.22M	Sell	98,844 -4,740	-5%	-$55.2K	0.07%	341
2020 Q1	$1.06M	Buy	103,584 +378	+0.4%	+$4.59K	0.07%	325
2019 Q4	$1.32M	Buy	103,206 +31,176	+43%	+$382K	0.07%	353
2019 Q3	$843K	Hold	72,030	–	–	0.05%	425
2019 Q2	$843K	Buy	72,030 +9,570	+15%	+$110K	0.05%	424
2019 Q1	$704K	Buy	62,460 +834	+1%	+$9.04K	0.05%	437
2018 Q4	$613K	Buy	61,626 +912	+2%	+$9.79K	0.05%	432
2018 Q3	$704K	Buy	60,714 +2,742	+5%	+$31.2K	0.05%	440
2018 Q2	$656K	Sell	57,972 -41,520	-42%	-$448K	0.05%	452
2018 Q1	$1.05M	Buy	99,492 +75,786	+320%	+$824K	0.08%	327
2017 Q4	$252K	Buy	23,706 +1,320	+6%	+$13.7K	0.02%	688
2017 Q3	$224K	Buy	22,386 +5,574	+33%	+$54.7K	0.03%	626
2017 Q2	$162K	Buy	16,812 +5,514	+49%	+$52.6K	0.02%	694
2017 Q1	$106K	Buy	+11,298	New	+$104K	0.02%	796
2016 Q3	$98K	Buy	11,412 +2,274	+25%	+$19.5K	0.02%	701
2016 Q2	$76K	Buy	9,138 +1,236	+16%	+$10.2K	0.02%	677
2016 Q1	$64K	Buy	7,902 +3,738	+90%	+$28.9K	0.02%	603
2015 Q4	$34K	Buy	+4,164	New	+$33.9K	0.01%	675
2015 Q2	–	Sell	-342	Closed	-$3K	–	1494
2015 Q1	$3K	Hold	342	–	–	﹤0.01%	1134
2014 Q4	$3K	Buy	+342	New	+$2.73K	﹤0.01%	1045
2014 Q1	–	Sell	-828	Closed	-$6K	–	692
2013 Q4	$6K	Buy	+828	New	+$5.83K	﹤0.01%	748

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 Services Network's SCHX Position: Q1 2026 in Review

Advisory Services Network reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q1 2026, selling an estimated $490K and leaving 333,641 shares worth $8.55M. The position accounts for 0.11% of the portfolio, ranked #183.

Advisory Services Network first reported a position in SCHX in Q4 2013 and has held it in 44 quarters since. The position peaked at $10.2M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Advisory Services Network held 333,641 shares of Schwab US Large- Cap ETF worth $8.55M as of Q1 2026.
Advisory Services Network sold 18,270 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $490K.
Schwab US Large- Cap ETF made up 0.11% of Advisory Services Network's portfolio in Q1 2026, its #183 holding.
Advisory Services Network first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 44 quarters since.
Advisory Services Network's Schwab US Large- Cap ETF position peaked at $10.2M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.