AF
SCHX icon

Allworth Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Allworth Financial’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 		$23.9M Sell
932,919
-65,763
-7% -$1.76M 0.1% 132
2025
Q4 		$26.9M Sell
998,682
-16,136
-2% -$431K 0.11% 115
2025
Q3 		$26.7M Sell
1,014,818
-12,951
-1% -$329K 0.12% 106
2025
Q2 		$25.1M Sell
1,027,769
-11,655
-1% -$264K 0.12% 106
2025
Q1 		$22.5M Sell
1,039,424
-17,487
-2% -$407K 0.13% 96
2024
Q4 		$25.4M Buy
1,056,911
+3,458
+0.3% +$80.6K 0.14% 88
2024
Q3 		$23.8M Sell
1,053,453
-490,437
-32% -$10.7M 0.15% 78
2024
Q2 		$33.4M Sell
1,543,890
-5,541
-0.4% -$115K 0.22% 55
2024
Q1 		$32.1M Sell
1,549,431
-47,445
-3% -$934K 0.23% 48
2023
Q4 		$30M Sell
1,596,876
-23,697
-1% -$416K 0.23% 46
2023
Q3 		$27.3M Sell
1,620,573
-86,496
-5% -$1.52M 0.23% 52
2023
Q2 		$29.8M Sell
1,707,069
-86,478
-5% -$1.43M 0.25% 50
2023
Q1 		$28.9M Sell
1,793,547
-455,187
-20% -$7.16M 0.29% 49
2022
Q4 		$33.8M Sell
2,248,734
-38,184
-2% -$578K 0.37% 40
2022
Q3 		$32.3M Buy
2,286,918
+635,484
+38% +$9.97M 0.41% 36
2022
Q2 		$24.6M Buy
1,651,434
+994,122
+151% +$16.1M 0.34% 45
2022
Q1 		$11.8M Buy
657,312
+198,876
+43% +$3.52M 0.15% 80
2021
Q4 		$8.7M Buy
458,436
+345,546
+306% +$6.38M 0.12% 82
2021
Q3 		$1.96M Buy
112,890
+6,606
+6% +$118K 0.03% 172
2021
Q2 		$1.84M Buy
106,284
+106,218
+160,936% +$1.79M 0.03% 136
2021
Q1 		$1K Hold
66
– – ﹤0.01% 1422
2020
Q4 		$1K Hold
66
– – ﹤0.01% 1287
2020
Q3 		$1K Hold
66
– – ﹤0.01% 1123
2020
Q2 		$1K Hold
66
– – ﹤0.01% 1128
2020
Q1 		$1K Hold
66
– – ﹤0.01% 1178
2019
Q4 		$1K Hold
66
– – ﹤0.01% 1005
2019
Q3 		$1K Hold
66
– – ﹤0.01% 914
2019
Q2 		$1K Hold
66
– – ﹤0.01% 902
2019
Q1 		$1K Hold
66
– – ﹤0.01% 917
2018
Q4 		$1K Hold
66
– – ﹤0.01% 826
2018
Q3 		$1K Buy
+66
New +$750 ﹤0.01% 858
2018
Q2 		– Sell
-6
Closed – – 1005
2018
Q1 		$0 Hold
6
– – ﹤0.01% 865
2017
Q4 		$0 Hold
6
– – ﹤0.01% 809
2017
Q3 		$0 Sell
6
-10,278
-100% -$101K ﹤0.01% 795
2017
Q2 		$99K Sell
10,284
-1,656
-14% -$15.8K 0.01% 176
2017
Q1 		$112K Buy
11,940
+9,762
+448% +$90.2K 0.01% 152
2016
Q4 		$19K Sell
2,178
-276
-11% -$2.4K ﹤0.01% 331
2016
Q3 		$21K Buy
2,454
+816
+50% +$7K ﹤0.01% 321
2016
Q2 		$14K Buy
+1,638
New +$13.5K ﹤0.01% 355

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

Allworth Financial's SCHX Position: Q1 2026 in Review

Allworth Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.6% in Q1 2026, selling an estimated $1.76M and leaving 932,919 shares worth $23.9M. The position accounts for 0.1% of the portfolio, ranked #132.

Allworth Financial first reported a position in SCHX in Q2 2016 and has held it in 39 quarters since. The position peaked at $33.8M in Q4 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Allworth Financial held 932,919 shares of Schwab US Large- Cap ETF worth $23.9M as of Q1 2026.
  • Allworth Financial sold 65,763 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.76M.
  • Schwab US Large- Cap ETF made up 0.1% of Allworth Financial's portfolio in Q1 2026, its #132 holding.
  • Allworth Financial first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 39 quarters since.
  • Allworth Financial's Schwab US Large- Cap ETF position peaked at $33.8M in Q4 2022.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.