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Aspiriant LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aspiriant LLC’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 		$4.98M Sell
194,382
-33,018
-15% -$886K 0.14% 70
2025
Q4 		$6.12M Sell
227,400
-2,519
-1% -$67.3K 0.18% 63
2025
Q3 		$6.06M Sell
229,919
-491
-0.2% -$12.5K 0.19% 57
2025
Q2 		$5.63M Sell
230,410
-1,352
-0.6% -$30.6K 0.18% 57
2025
Q1 		$5.12M Sell
231,762
-23,152
-9% -$539K 0.18% 55
2024
Q4 		$5.91M Sell
254,914
-2,072
-0.8% -$48.3K 0.21% 52
2024
Q3 		$5.81M Buy
256,986
+2,658
+1% +$57.9K 0.22% 50
2024
Q2 		$5.45M Hold
254,328
– – 0.22% 53
2024
Q1 		$5.26M Sell
254,328
-4,896
-2% -$96.4K 0.22% 55
2023
Q4 		$4.87M Buy
259,224
+1,719
+0.7% +$30.2K 0.22% 55
2023
Q3 		$4.34M Buy
257,505
+2,145
+0.8% +$37.6K 0.22% 56
2023
Q2 		$4.46M Sell
255,360
-8,631
-3% -$143K 0.23% 55
2023
Q1 		$4.26M Buy
263,991
+924
+0.4% +$14.5K 0.22% 55
2022
Q4 		$3.96M Sell
263,067
-13,329
-5% -$202K 0.2% 59
2022
Q3 		$3.9M Sell
276,396
-3,726
-1% -$58.5K 0.19% 54
2022
Q2 		$4.17M Sell
280,122
-4,941
-2% -$80.1K 0.2% 57
2022
Q1 		$5.12M Sell
285,063
-20,745
-7% -$367K 0.28% 49
2021
Q4 		$5.8M Buy
305,808
+36,948
+14% +$683K 0.31% 42
2021
Q3 		$4.66M Sell
268,860
-1,302
-0.5% -$23.2K 0.27% 46
2021
Q2 		$4.68M Sell
270,162
-12,576
-4% -$212K 0.26% 41
2021
Q1 		$4.52M Sell
282,738
-11,118
-4% -$174K 0.29% 36
2020
Q4 		$4.46M Sell
293,856
-402
-0.1% -$5.75K 0.3% 36
2020
Q3 		$3.95M Sell
294,258
-1,698
-0.6% -$22.6K 0.31% 41
2020
Q2 		$3.66M Sell
295,956
-76,278
-20% -$889K 0.34% 38
2020
Q1 		$3.8M Sell
372,234
-16,296
-4% -$198K 0.37% 37
2019
Q4 		$4.98M Buy
388,530
+17,892
+5% +$219K 0.46% 34
2019
Q3 		$4.38M Buy
370,638
+4,698
+1% +$55.4K 0.39% 41
2019
Q2 		$4.28M Sell
365,940
-37,566
-9% -$432K 0.36% 46
2019
Q1 		$4.55M Sell
403,506
-17,508
-4% -$190K 0.37% 47
2018
Q4 		$4.19M Sell
421,014
-10,830
-3% -$116K 0.32% 51
2018
Q3 		$5M Sell
431,844
-117,372
-21% -$1.33M 0.43% 44
2018
Q2 		$5.95M Sell
549,216
-59,868
-10% -$646K 0.51% 39
2018
Q1 		$6.4M Buy
609,084
+542,088
+809% +$5.9M 0.56% 36
2017
Q4 		$712K Sell
66,996
-860,562
-93% -$8.91M 0.21% 42
2017
Q3 		$9.28M Sell
927,558
-255,606
-22% -$2.51M 0.78% 29
2017
Q2 		$11.4M Sell
1,183,164
-117,918
-9% -$1.12M 0.99% 24
2017
Q1 		$12.2M Sell
1,301,082
-6,060
-0.5% -$56K 1.04% 24
2016
Q4 		$11.6M Sell
1,307,142
-1,488
-0.1% -$12.9K 1.05% 20
2016
Q3 		$11.3M Buy
1,308,630
+209,712
+19% +$1.8M 1.12% 16
2016
Q2 		$9.03M Sell
1,098,918
-406,356
-27% -$3.34M 0.85% 16
2016
Q1 		$12.3M Buy
+1,505,274
New +$11.6M 1.17% 14
2015
Q4 		– Sell
-30,900
Closed -$245K – 87
2015
Q3 		$245K Buy
30,900
+72
+0.2% +$582 0.02% 94
2015
Q2 		$253K Buy
+30,828
New +$259K 0.02% 98

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 $1.54B AUM 16.9% 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

Aspiriant LLC's SCHX Position: Q1 2026 in Review

Aspiriant LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q1 2026, selling an estimated $886K and leaving 194,382 shares worth $4.98M. The position accounts for 0.14% of the portfolio, ranked #70.

Aspiriant LLC first reported a position in SCHX in Q2 2015 and has held it in 43 quarters since. The position peaked at $12.3M in Q1 2016. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Aspiriant LLC held 194,382 shares of Schwab US Large- Cap ETF worth $4.98M as of Q1 2026.
  • Aspiriant LLC sold 33,018 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $886K.
  • Schwab US Large- Cap ETF made up 0.14% of Aspiriant LLC's portfolio in Q1 2026, its #70 holding.
  • Aspiriant LLC first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 43 quarters since.
  • Aspiriant LLC's Schwab US Large- Cap ETF position peaked at $12.3M in Q1 2016.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.