Aspiring Ventures’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aspiring Ventures’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	$2.08M	Sell	81,260 -4,989	-6%	-$134K	0.63%	20
2025 Q4	$2.32M	Sell	86,249 -13,949	-14%	-$373K	0.79%	19
2025 Q3	$2.64M	Sell	100,198 -4,420	-4%	-$112K	0.9%	14
2025 Q2	$2.56M	Buy	104,618 +13,000	+14%	+$294K	1.13%	12
2025 Q1	$2.03M	Buy	91,618 +4,702	+5%	+$109K	1.13%	12
2024 Q4	$2.06M	Buy	+86,916	New	+$2.03M	1.3%	9

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

Aspiring Ventures's SCHX Position: Q1 2026 in Review

Aspiring Ventures reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q1 2026, selling an estimated $134K and leaving 81,260 shares worth $2.08M. The position accounts for 0.63% of the portfolio, ranked #20.

Aspiring Ventures first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Aspiring Ventures held 81,260 shares of Schwab US Large- Cap ETF worth $2.08M as of Q1 2026.
Aspiring Ventures sold 4,989 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $134K.
Schwab US Large- Cap ETF made up 0.63% of Aspiring Ventures's portfolio in Q1 2026, its #20 holding.
Aspiring Ventures first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Aspiring Ventures's Schwab US Large- Cap ETF position peaked at $2.64M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Aspiring Ventures's 13F filing for Q1 2026, filed 5 May 2026.