AWM
SCHX icon

AE Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

AE Wealth 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 		$6.91M Buy
269,343
+1,410
+0.5% +$37.8K 0.04% 348
2025
Q4 		$7.21M Buy
267,933
+173,975
+185% +$4.65M 0.04% 340
2025
Q3 		$2.47M Buy
93,958
+26,564
+39% +$675K 0.02% 509
2025
Q2 		$1.65M Sell
67,394
-396,520
-85% -$8.96M 0.01% 583
2025
Q1 		$10.2M Buy
463,914
+231,869
+100% +$5.4M 0.09% 239
2024
Q4 		$5.38M Buy
232,045
+190,474
+458% +$4.44M 0.05% 329
2024
Q3 		$940K Sell
41,571
-11,115
-21% -$242K 0.01% 703
2024
Q2 		$1.13M Buy
52,686
+3,390
+7% +$70.1K 0.01% 674
2024
Q1 		$1.02M Sell
49,296
-2,344,941
-98% -$46.2M 0.01% 646
2023
Q4 		$46.1M Sell
2,394,237
-235,032
-9% -$4.13M 0.24% 88
2023
Q3 		$44.3M Sell
2,629,269
-709,293
-21% -$12.4M 0.27% 75
2023
Q2 		$58.3M Sell
3,338,562
-43,935
-1% -$725K 0.35% 45
2023
Q1 		$54.5M Buy
3,382,497
+136,131
+4% +$2.14M 0.35% 42
2022
Q4 		$48.9M Sell
3,246,366
-183,090
-5% -$2.77M 0.35% 48
2022
Q3 		$48.4M Buy
3,429,456
+1,219,986
+55% +$19.1M 0.38% 45
2022
Q2 		$32.9M Buy
2,209,470
+1,696,686
+331% +$27.5M 0.26% 82
2022
Q1 		$9.2M Buy
512,784
+104,916
+26% +$1.86M 0.06% 299
2021
Q4 		$7.74M Buy
407,868
+85,140
+26% +$1.57M 0.05% 322
2021
Q3 		$5.6M Sell
322,728
-398,940
-55% -$7.11M 0.05% 356
2021
Q2 		$12.5M Buy
721,668
+303,594
+73% +$5.12M 0.11% 187
2021
Q1 		$6.69M Buy
418,074
+346,476
+484% +$5.43M 0.07% 272
2020
Q4 		$1.08M Buy
71,598
+5,748
+9% +$82.3K 0.01% 688
2020
Q3 		$885K Sell
65,850
-5,028
-7% -$66.8K 0.01% 667
2020
Q2 		$875K Sell
70,878
-18,024
-20% -$210K 0.01% 671
2020
Q1 		$908K Sell
88,902
-2,148
-2% -$26.1K 0.02% 506
2019
Q4 		$1.17M Buy
91,050
+17,052
+23% +$209K 0.03% 500
2019
Q3 		$875K Sell
73,998
-23,094
-24% -$272K 0.03% 483
2019
Q2 		$1.14M Sell
97,092
-79,050
-45% -$908K 0.03% 370
2019
Q1 		$1.99M Sell
176,142
-100,602
-36% -$1.09M 0.14% 139
2018
Q4 		$2.75M Buy
276,744
+60,810
+28% +$653K 0.47% 54
2018
Q3 		$2.5M Buy
215,934
+89,118
+70% +$1.01M 0.14% 117
2018
Q2 		$1.37M Buy
126,816
+77,388
+157% +$835K 0.09% 127
2018
Q1 		$520K Sell
49,428
-1,542
-3% -$16.8K 0.04% 246
2017
Q4 		$542K Buy
+50,970
New +$528K 0.05% 234

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 $1.54B AUM 16.9% 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

AE Wealth Management's SCHX Position: Q1 2026 in Review

AE Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.53% in Q1 2026, buying an estimated $37.8K and bringing the position to 269,343 shares worth $6.91M. The position accounts for 0.04% of the portfolio, ranked #348.

AE Wealth Management first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $58.3M in Q2 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • AE Wealth Management held 269,343 shares of Schwab US Large- Cap ETF worth $6.91M as of Q1 2026.
  • AE Wealth Management bought 1,410 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $37.8K.
  • Schwab US Large- Cap ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #348 holding.
  • AE Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • AE Wealth Management's Schwab US Large- Cap ETF position peaked at $58.3M in Q2 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.