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Anchor Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Anchor Investment 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 		$30.6M Buy
1,193,362
+20,779
+2% +$557K 2.55% 4
2025
Q4 		$31.6M Buy
1,172,583
+17,597
+2% +$470K 2.56% 5
2025
Q3 		$30.4M Buy
1,154,986
+24,431
+2% +$620K 2.52% 4
2025
Q2 		$27.6M Sell
1,130,555
-2,462
-0.2% -$55.7K 2.42% 4
2025
Q1 		$25M Buy
1,133,017
+9,890
+0.9% +$230K 2.33% 4
2024
Q4 		$26M Sell
1,123,127
-3,991
-0.4% -$93K 2.43% 4
2024
Q3 		$25.5M Buy
1,127,118
+84,831
+8% +$1.85M 2.41% 4
2024
Q2 		$22.3M Buy
1,042,287
+119,295
+13% +$2.47M 2.3% 4
2024
Q1 		$19.1M Buy
922,992
+22,884
+3% +$450K 2% 4
2023
Q4 		$16.9M Buy
900,108
+30,201
+3% +$530K 1.94% 5
2023
Q3 		$14.7M Sell
869,907
-35,793
-4% -$628K 1.92% 5
2023
Q2 		$15.8M Sell
905,700
-10,395
-1% -$172K 2.02% 4
2023
Q1 		$14.8M Buy
916,095
+42,891
+5% +$675K 2.01% 4
2022
Q4 		$13.1M Buy
873,204
+40,038
+5% +$606K 1.88% 4
2022
Q3 		$11.8M Buy
833,166
+6,963
+0.8% +$109K 1.83% 4
2022
Q2 		$12.3M Buy
826,203
+18,264
+2% +$296K 1.78% 5
2022
Q1 		$14.5M Sell
807,939
-7,011
-0.9% -$124K 1.83% 5
2021
Q4 		$15.5M Buy
814,950
+32,082
+4% +$593K 1.92% 5
2021
Q3 		$13.6M Buy
782,868
+10,410
+1% +$186K 1.89% 6
2021
Q2 		$13.4M Buy
772,458
+14,358
+2% +$242K 1.85% 6
2021
Q1 		$12.1M Buy
758,100
+40,008
+6% +$627K 1.85% 6
2020
Q4 		$10.9M Buy
718,092
+35,250
+5% +$504K 1.96% 6
2020
Q3 		$9.18M Buy
682,842
+44,346
+7% +$589K 1.86% 5
2020
Q2 		$7.89M Buy
638,496
+32,730
+5% +$381K 1.76% 5
2020
Q1 		$6.18M Buy
605,766
+114,492
+23% +$1.39M 1.6% 7
2019
Q4 		$6.29M Buy
491,274
+49,614
+11% +$608K 1.34% 8
2019
Q3 		$5.22M Sell
441,660
-2,778
-0.6% -$32.7K 1.2% 10
2019
Q2 		$5.2M Buy
444,438
+16,080
+4% +$185K 1.24% 9
2019
Q1 		$4.83M Buy
428,358
+59,892
+16% +$649K 1.2% 11
2018
Q4 		$3.67M Buy
368,466
+80,118
+28% +$860K 1.04% 17
2018
Q3 		$3.34M Buy
288,348
+75,456
+35% +$858K 0.77% 31
2018
Q2 		$2.31M Buy
212,892
+64,542
+44% +$696K 0.57% 42
2018
Q1 		$1.56M Buy
148,350
+37,842
+34% +$412K 0.41% 69
2017
Q4 		$1.17M Buy
110,508
+78,234
+242% +$810K 0.31% 93
2017
Q3 		$323K Buy
32,274
+21,366
+196% +$210K 0.09% 217
2017
Q2 		$105K Buy
10,908
+9,378
+613% +$89.5K 0.03% 311
2017
Q1 		$14.3K Buy
+1,530
New +$14.1K ﹤0.01% 525

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 $1.81B AUM 22.3% 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

Anchor Investment Management's SCHX Position: Q1 2026 in Review

Anchor Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, buying an estimated $557K and bringing the position to 1,193,362 shares worth $30.6M. The position accounts for 2.55% of the portfolio, ranked #4.

Anchor Investment Management first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. The position peaked at $31.6M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Anchor Investment Management held 1,193,362 shares of Schwab US Large- Cap ETF worth $30.6M as of Q1 2026.
  • Anchor Investment Management bought 20,779 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $557K.
  • Schwab US Large- Cap ETF made up 2.55% of Anchor Investment Management's portfolio in Q1 2026, its #4 holding.
  • Anchor Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Anchor Investment Management's Schwab US Large- Cap ETF position peaked at $31.6M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.