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AlphaCore Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

AlphaCore Capital’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 		$8.72M Sell
340,280
-8,840
-3% -$237K 0.21% 92
2025
Q4 		$9.39M Buy
349,120
+16,742
+5% +$447K 0.21% 97
2025
Q3 		$8.75M Buy
332,378
+13,155
+4% +$334K 0.29% 72
2025
Q2 		$7.8M Buy
319,223
+131,228
+70% +$2.97M 0.3% 73
2025
Q1 		$4.15M Buy
187,995
+14,397
+8% +$335K 0.35% 59
2024
Q4 		$4.02M Sell
173,598
-12,351
-7% -$288K 0.87% 20
2024
Q3 		$4.21M Buy
185,949
+13,395
+8% +$292K 0.95% 18
2024
Q2 		$3.71M Sell
172,554
-41,517
-19% -$858K 0.9% 20
2024
Q1 		$4.43M Buy
214,071
+17,730
+9% +$349K 1.18% 16
2023
Q4 		$3.69M Buy
196,341
+10,938
+6% +$192K 0.54% 33
2023
Q3 		$3.13M Buy
185,403
+372
+0.2% +$6.53K 0.49% 37
2023
Q2 		$3.23M Buy
185,031
+2,070
+1% +$34.2K 0.52% 36
2023
Q1 		$2.95M Buy
182,961
+176,004
+2,530% +$2.77M 0.78% 22
2022
Q4 		$105K Hold
6,957
– – 0.04% 93
2022
Q3 		$98K Sell
6,957
-1,173
-14% -$18.4K 0.04% 76
2022
Q2 		$121K Sell
8,130
-1,296
-14% -$21K 0.06% 81
2022
Q1 		$169K Sell
9,426
-1,314
-12% -$23.3K 0.07% 77
2021
Q4 		$204K Sell
10,740
-16,668
-61% -$308K 0.09% 53
2021
Q3 		$475K Buy
27,408
+21,960
+403% +$392K 0.24% 30
2021
Q2 		$94K Buy
5,448
+528
+11% +$8.91K 0.05% 50
2021
Q1 		$79K Sell
4,920
-8,790
-64% -$138K 0.05% 37
2020
Q4 		$208K Hold
13,710
– – 0.16% 26
2020
Q3 		$184K Sell
13,710
-144
-1% -$1.91K 0.17% 26
2020
Q2 		$171K Sell
13,854
-1,368
-9% -$15.9K 0.17% 28
2020
Q1 		$155K Sell
15,222
-222
-1% -$2.7K 0.12% 59
2019
Q4 		$198K Buy
+15,444
New +$189K 0.12% 69

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

AlphaCore Capital's SCHX Position: Q1 2026 in Review

AlphaCore Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q1 2026, selling an estimated $237K and leaving 340,280 shares worth $8.72M. The position accounts for 0.21% of the portfolio, ranked #92.

AlphaCore Capital first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.39M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • AlphaCore Capital held 340,280 shares of Schwab US Large- Cap ETF worth $8.72M as of Q1 2026.
  • AlphaCore Capital sold 8,840 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $237K.
  • Schwab US Large- Cap ETF made up 0.21% of AlphaCore Capital's portfolio in Q1 2026, its #92 holding.
  • AlphaCore Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • AlphaCore Capital's Schwab US Large- Cap ETF position peaked at $9.39M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.