American Investment Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Investment Services’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	$2.18M	Sell	85,125 -453	-0.5%	-$12.2K	0.49%	47
2025 Q4	$2.3M	Sell	85,578 -682	-0.8%	-$18.2K	0.53%	43
2025 Q3	$2.27M	Buy	86,260 +249	+0.3%	+$6.32K	0.55%	44
2025 Q2	$2.1M	Sell	86,011 -796	-0.9%	-$18K	0.54%	45
2025 Q1	$1.92M	Sell	86,807 -1,996	-2%	-$46.5K	0.34%	61
2024 Q4	$2.06M	Sell	88,803 -1,200	-1%	-$28K	0.36%	56
2024 Q3	$2.04M	Sell	90,003 -219	-0.2%	-$4.77K	0.34%	56
2024 Q2	$1.93M	Sell	90,222 -558	-0.6%	-$11.5K	0.34%	59
2024 Q1	$1.88M	Hold	90,780	–	–	0.33%	61
2023 Q4	$1.71M	Hold	90,780	–	–	0.32%	61
2023 Q3	$1.53M	Hold	90,780	–	–	0.33%	58
2023 Q2	$1.58M	Sell	90,780 -780	-0.9%	-$12.9K	0.32%	61
2023 Q1	$1.38M	Hold	91,560	–	–	0.28%	62
2022 Q4	$1.38M	Sell	91,560 -4,692	-5%	-$71K	0.28%	62
2022 Q3	$1.36M	Hold	96,252	–	–	0.32%	54
2022 Q2	$1.43M	Hold	96,252	–	–	0.33%	50
2022 Q1	$1.73M	Sell	96,252 -2,160	-2%	-$38.2K	0.38%	47
2021 Q4	$1.87M	Hold	98,412	–	–	0.41%	48
2021 Q3	$1.71M	Sell	98,412 -4,806	-5%	-$85.7K	0.38%	50
2021 Q2	$1.79M	Sell	103,218 -840	-0.8%	-$14.2K	0.41%	46
2021 Q1	$1.67M	Buy	104,058 +180	+0.2%	+$2.82K	0.45%	44
2020 Q4	$1.57M	Sell	103,878 -150	-0.1%	-$2.15K	0.48%	39
2020 Q3	$1.4M	Hold	104,028	–	–	0.47%	36
2020 Q2	$1.28M	Sell	104,028 -9,882	-9%	-$115K	0.45%	35
2020 Q1	$1.16M	Buy	113,910 +23,592	+26%	+$287K	0.45%	33
2019 Q4	$1.16M	Sell	90,318 -510	-0.6%	-$6.25K	0.35%	44
2019 Q3	$1.07M	Hold	90,828	–	–	0.34%	47
2019 Q2	$1.06M	Buy	90,828 +2,058	+2%	+$23.6K	0.34%	47
2019 Q1	$1M	Buy	88,770 +1,710	+2%	+$18.5K	0.32%	42
2018 Q4	$866K	Buy	87,060 +64,290	+282%	+$690K	0.31%	54
2018 Q3	$264K	Hold	22,770	–	–	0.09%	102
2018 Q2	$247K	Buy	+22,770	New	+$246K	0.09%	103

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 $1.81B AUM 22.3% 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

American Investment Services's SCHX Position: Q1 2026 in Review

American Investment Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.53% in Q1 2026, selling an estimated $12.2K and leaving 85,125 shares worth $2.18M. The position accounts for 0.49% of the portfolio, ranked #47.

American Investment Services first reported a position in SCHX in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.3M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

American Investment Services held 85,125 shares of Schwab US Large- Cap ETF worth $2.18M as of Q1 2026.
American Investment Services sold 453 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $12.2K.
Schwab US Large- Cap ETF made up 0.49% of American Investment Services's portfolio in Q1 2026, its #47 holding.
American Investment Services first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 32 quarters since.
American Investment Services's Schwab US Large- Cap ETF position peaked at $2.3M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.