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

Anfield Capital 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	$841K	Buy	32,805 +95	+0.3%	+$2.55K	0.23%	63
2025 Q4	$880K	Buy	32,710 +98	+0.3%	+$2.62K	0.28%	57
2025 Q3	$859K	Buy	+32,612	New	+$828K	0.25%	56
2024 Q2	–	Sell	-564	Closed	-$11.7K	–	518
2024 Q1	$11.7K	Buy	+564	New	+$11.1K	0.01%	142

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

Anfield Capital Management's SCHX Position: Q1 2026 in Review

Anfield Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, buying an estimated $2.55K and bringing the position to 32,805 shares worth $841K. The position accounts for 0.23% of the portfolio, ranked #63.

Anfield Capital Management first reported a position in SCHX in Q1 2024 and has held it in 4 quarters since. The position peaked at $880K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Anfield Capital Management held 32,805 shares of Schwab US Large- Cap ETF worth $841K as of Q1 2026.
Anfield Capital Management bought 95 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.55K.
Schwab US Large- Cap ETF made up 0.23% of Anfield Capital Management's portfolio in Q1 2026, its #63 holding.
Anfield Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 4 quarters since.
Anfield Capital Management's Schwab US Large- Cap ETF position peaked at $880K in Q4 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.