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Apriem Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Apriem Advisors’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 		$144M Sell
5,632,258
-534,325
-9% -$14.3M 13.78% 1
2025
Q4 		$166M Sell
6,166,583
-238,596
-4% -$6.37M 15.23% 1
2025
Q3 		$169M Buy
6,405,179
+172,782
+3% +$4.39M 15.96% 1
2025
Q2 		$152M Buy
6,232,397
+104,866
+2% +$2.37M 16.19% 1
2025
Q1 		$135M Buy
6,127,531
+251,287
+4% +$5.85M 15.85% 1
2024
Q4 		$136M Buy
5,876,244
+36,828
+0.6% +$858K 15.6% 1
2024
Q3 		$132M Sell
5,839,416
-172,170
-3% -$3.75M 15.43% 1
2024
Q2 		$129M Sell
6,011,586
-132,834
-2% -$2.74M 15.76% 1
2024
Q1 		$127M Buy
6,144,420
+382,707
+7% +$7.53M 15.97% 1
2023
Q4 		$108M Buy
5,761,713
+434,394
+8% +$7.63M 14.47% 1
2023
Q3 		$89.9M Buy
5,327,319
+180,954
+4% +$3.17M 13.17% 1
2023
Q2 		$89.8M Buy
5,146,365
+396,966
+8% +$6.55M 13.47% 1
2023
Q1 		$76.6M Sell
4,749,399
-187,467
-4% -$2.95M 12.25% 1
2022
Q4 		$74.3M Buy
4,936,866
+903,387
+22% +$13.7M 12.88% 1
2022
Q3 		$56.9M Sell
4,033,479
-152,916
-4% -$2.4M 10.27% 1
2022
Q2 		$62.3M Sell
4,186,395
-306,984
-7% -$4.97M 10.73% 1
2022
Q1 		$80.7M Sell
4,493,379
-666,303
-13% -$11.8M 11.83% 1
2021
Q4 		$97.9M Buy
5,159,682
+25,260
+0.5% +$467K 13.85% 1
2021
Q3 		$89M Buy
5,134,422
+861,348
+20% +$15.4M 12.77% 1
2021
Q2 		$74M Buy
4,273,074
+312,402
+8% +$5.27M 11.05% 1
2021
Q1 		$63.4M Sell
3,960,672
-222,060
-5% -$3.48M 9.82% 1
2020
Q4 		$63.4M Sell
4,182,732
-224,736
-5% -$3.22M 11.3% 1
2020
Q3 		$59.2M Buy
4,407,468
+815,580
+23% +$10.8M 10.87% 2
2020
Q2 		$44.4M Sell
3,591,888
-324,156
-8% -$3.78M 9.11% 2
2020
Q1 		$40M Sell
3,916,044
-4,495,380
-53% -$54.6M 9.69% 2
2019
Q4 		$108M Sell
8,411,424
-6,954
-0.1% -$85.2K 20.64% 1
2019
Q3 		$99.5M Buy
8,418,378
+8,118,714
+2,709% +$95.7M 22.06% 1
2019
Q2 		$3.51M Sell
299,664
-6,309,282
-95% -$72.5M 1.1% 26
2019
Q1 		$74.5M Buy
6,608,946
+1,443,864
+28% +$15.6M 19.71% 1
2018
Q4 		$51.4M Sell
5,165,082
-2,242,278
-30% -$24.1M 18.07% 1
2018
Q3 		$85.9M Buy
7,407,360
+982,314
+15% +$11.2M 18.8% 1
2018
Q2 		$69.6M Buy
6,425,046
+272,514
+4% +$2.94M 15.63% 1
2018
Q1 		$64.7M Sell
6,152,532
-87,408
-1% -$951K 15.78% 1
2017
Q4 		$66.3M Buy
6,239,940
+341,442
+6% +$3.54M 16.44% 1
2017
Q3 		$59M Buy
5,898,498
+313,074
+6% +$3.07M 14.68% 1
2017
Q2 		$53.8M Buy
5,585,424
+582,978
+12% +$5.56M 14.25% 1
2017
Q1 		$46.9M Buy
5,002,446
+197,874
+4% +$1.83M 12.74% 1
2016
Q4 		$42.6M Buy
4,804,572
+4,060,248
+545% +$35.3M 12.66% 1
2016
Q3 		$6.4M Buy
744,324
+740,052
+17,323% +$6.35M 1.91% 15
2016
Q2 		$35K Buy
4,272
+12
+0.3% +$99 0.01% 268
2016
Q1 		$35K Buy
4,260
+12
+0.3% +$93 0.01% 247
2015
Q4 		$34K Sell
4,248
-108
-2% -$881 0.01% 235
2015
Q3 		$33K Sell
4,356
-2,988
-41% -$24.2K 0.01% 234
2015
Q2 		$60K Sell
7,344
-1,116
-13% -$9.37K 0.02% 196
2015
Q1 		$70K Sell
8,460
-1,182
-12% -$9.73K 0.02% 175
2014
Q4 		$79K Buy
9,642
+18
+0.2% +$144 0.03% 152
2014
Q3 		$75K Buy
9,624
+24
+0.3% +$189 0.03% 166
2014
Q2 		$75K Sell
9,600
-552
-5% -$4.18K 0.03% 167
2014
Q1 		$76K Sell
10,152
-66
-0.6% -$483 0.03% 177
2013
Q4 		$75K Sell
10,218
-990
-9% -$6.98K 0.03% 173
2013
Q3 		$75K Sell
11,208
-2,466
-18% -$16.4K 0.03% 163
2013
Q2 		$87K Buy
+13,674
New +$87.5K 0.04% 151

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

Apriem Advisors's SCHX Position: Q1 2026 in Review

Apriem Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.7% in Q1 2026, selling an estimated $14.3M and leaving 5,632,258 shares worth $144M. The position accounts for 13.78% of the portfolio, ranked #1.

Apriem Advisors first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $169M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Apriem Advisors held 5,632,258 shares of Schwab US Large- Cap ETF worth $144M as of Q1 2026.
  • Apriem Advisors sold 534,325 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $14.3M.
  • Schwab US Large- Cap ETF made up 13.78% of Apriem Advisors's portfolio in Q1 2026, its #1 holding.
  • Apriem Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Apriem Advisors's Schwab US Large- Cap ETF position peaked at $169M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.