Alexis Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alexis Investment Partners’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	-4,506	Closed	-$121K	–	84
2025 Q4	$121K	Hold	4,506	–	–	0.05%	48
2025 Q3	$119K	Buy	+4,506	New	+$114K	0.01%	46
2025 Q1	–	Sell	-5,406	Closed	-$125K	–	81
2024 Q4	$125K	Buy	+5,406	New	+$126K	0.06%	45

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Alexis Investment Partners's SCHX Position: Q1 2026 in Review

Alexis Investment Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 4,506 shares — an estimated $121K sold.

Alexis Investment Partners first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $125K in Q4 2024. 1,546 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Alexis Investment Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Alexis Investment Partners sold 4,506 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $121K.
Alexis Investment Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
Alexis Investment Partners's Schwab US Large- Cap ETF position peaked at $125K in Q4 2024.
1,546 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.