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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Sell
17,625
-69
-0.4% -$1.85K 0.16% 70
2025
Q4
$476K Hold
17,694
0.18% 62
2025
Q3
$466K Hold
17,694
0.15% 71
2025
Q2
$432K Hold
17,694
0.16% 75
2025
Q1
$391K Hold
17,694
0.16% 70
2024
Q4
$410K Buy
17,694
+30
+0.2% +$699 0.17% 71
2024
Q3
$400K Hold
17,664
0.17% 76
2024
Q2
$378K Sell
17,664
-15
-0.1% -$310 0.17% 75
2024
Q1
$366K Sell
17,679
-2,121
-11% -$41.8K 0.18% 79
2023
Q4
$372K Buy
19,800
+60
+0.3% +$1.05K 0.2% 82
2023
Q3
$333K Hold
19,740
0.2% 81
2023
Q2
$345K Hold
19,740
0.21% 79
2023
Q1
$318K Hold
19,740
0.18% 92
2022
Q4
$297K Hold
19,740
0.18% 94
2022
Q3
$279K Hold
19,740
0.19% 93
2022
Q2
$294K Sell
19,740
-600
-3% -$9.72K 0.19% 91
2022
Q1
$365K Sell
20,340
-558
-3% -$9.88K 0.21% 90
2021
Q4
$396K Hold
20,898
0.22% 91
2021
Q3
$362K Sell
20,898
-6,060
-22% -$108K 0.23% 92
2021
Q2
$467K Buy
26,958
+1,764
+7% +$29.8K 0.28% 80
2021
Q1
$403K Buy
25,194
+186
+0.7% +$2.91K 0.26% 83
2020
Q4
$379K Buy
25,008
+3,030
+14% +$43.4K 0.27% 81
2020
Q3
$295K Hold
21,978
0.25% 78
2020
Q2
$271K Hold
21,978
0.23% 84
2020
Q1
$224K Sell
21,978
-42
-0.2% -$510 0.23% 81
2019
Q4
$282K Hold
22,020
0.22% 84
2019
Q3
$260K Hold
22,020
0.21% 83
2019
Q2
$258K Buy
22,020
+1,590
+8% +$18.3K 0.22% 82
2019
Q1
$230K Hold
20,430
0.2% 90
2018
Q4
$203K Hold
20,430
0.21% 89
2018
Q3
$237K Sell
20,430
-3,804
-16% -$43.2K 0.21% 90
2018
Q2
$262K Buy
24,234
+246
+1% +$2.65K 0.24% 89
2018
Q1
$252K Sell
23,988
-4,854
-17% -$52.8K 0.23% 90
2017
Q4
$307K Hold
28,842
0.28% 78
2017
Q3
$289K Hold
28,842
0.27% 79
2017
Q2
$278K Buy
28,842
+600
+2% +$5.72K 0.28% 79
2017
Q1
$265K Sell
28,242
-4,344
-13% -$40.2K 0.26% 82
2016
Q4
$289K Buy
+32,586
New +$283K 0.3% 74

Other funds holding SCHX

Armor Investment Advisors's SCHX Position: Q1 2026 in Review

Armor Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.39% in Q1 2026, selling an estimated $1.85K and leaving 17,625 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #70.

Armor Investment Advisors first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $476K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Armor Investment Advisors held 17,625 shares of Schwab US Large- Cap ETF worth $452K as of Q1 2026.
  • Armor Investment Advisors sold 69 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.85K.
  • Schwab US Large- Cap ETF made up 0.16% of Armor Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Armor Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's Schwab US Large- Cap ETF position peaked at $476K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.