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

Ariadne 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	$1.27M	Hold	49,482	–	–	0.57%	35
2025 Q4	$1.33M	Hold	49,482	–	–	0.55%	38
2025 Q3	$1.31M	Hold	49,482	–	–	0.59%	38
2025 Q2	$1.26M	Hold	49,482	–	–	0.6%	39
2025 Q1	$1.1M	Hold	49,482	–	–	0.58%	45
2024 Q4	$1.19M	Sell	49,482 -98,964	-67%	-$2.31M	0.54%	42
2024 Q3	$1.17M	Buy	+148,446	New	+$3.23M	0.64%	37

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

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

Ariadne Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 49,482 shares worth $1.27M. The position accounts for 0.57% of the portfolio, ranked #35.

Ariadne Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Ariadne Wealth Management held 49,482 shares of Schwab US Large- Cap ETF worth $1.27M as of Q1 2026.
Ariadne Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.57% of Ariadne Wealth Management's portfolio in Q1 2026, its #35 holding.
Ariadne Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's Schwab US Large- Cap ETF position peaked at $1.33M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.