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

Arkadios Wealth 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	$1.7M	Buy	66,179 +26,589	+67%	+$713K	0.03%	579
2025 Q4	$1.07M	Buy	39,590 +6,447	+19%	+$172K	0.02%	671
2025 Q3	$873K	Sell	33,143 -68,770	-67%	-$1.75M	0.02%	693
2025 Q2	$2.49M	Buy	101,913 +76,959	+308%	+$1.74M	0.07%	290
2025 Q1	$551K	Buy	+24,954	New	+$581K	0.02%	673
2022 Q2	–	Sell	-22,422	Closed	-$402K	–	600
2022 Q1	$402K	Sell	22,422 -10,002	-31%	-$177K	0.05%	357
2021 Q4	$615K	Hold	32,424	–	–	0.08%	286
2021 Q3	$562K	Buy	32,424 +6,600	+26%	+$118K	0.08%	267
2021 Q2	$447K	Buy	+25,824	New	+$436K	0.05%	358

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

Arkadios Wealth Advisors's SCHX Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 67% in Q1 2026, buying an estimated $713K and bringing the position to 66,179 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #579.

Arkadios Wealth Advisors first reported a position in SCHX in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.49M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Arkadios Wealth Advisors held 66,179 shares of Schwab US Large- Cap ETF worth $1.7M as of Q1 2026.
Arkadios Wealth Advisors bought 26,589 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $713K.
Schwab US Large- Cap ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #579 holding.
Arkadios Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Schwab US Large- Cap ETF position peaked at $2.49M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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