Angeles Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Angeles Wealth 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	$300K	Buy	11,693 +11,066	+1,765%	+$297K	0.02%	318
2025 Q4	$16.9K	Hold	627	–	–	﹤0.01%	444
2025 Q3	$16.5K	Hold	627	–	–	﹤0.01%	392
2025 Q2	$15.3K	Hold	627	–	–	﹤0.01%	408
2025 Q1	$13.8K	Buy	+627	New	+$14.6K	﹤0.01%	357
2023 Q1	–	Sell	-2,808	Closed	-$42.3K	–	223
2022 Q4	$42.3K	Hold	2,808	–	–	0.01%	194
2022 Q3	$40K	Hold	2,808	–	–	0.01%	193
2022 Q2	$42K	Buy	+2,808	New	+$45.5K	0.01%	186

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

Angeles Wealth Management's SCHX Position: Q1 2026 in Review

Angeles Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1,765% in Q1 2026, buying an estimated $297K and bringing the position to 11,693 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #318.

Angeles Wealth Management first reported a position in SCHX in Q2 2022 and has held it in 8 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Angeles Wealth Management held 11,693 shares of Schwab US Large- Cap ETF worth $300K as of Q1 2026.
Angeles Wealth Management bought 11,066 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $297K.
Schwab US Large- Cap ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #318 holding.
Angeles Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 8 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.