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Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Asset Management Group’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 		$4.32M Sell
168,529
-490
-0.3% -$13.1K 0.7% 46
2025
Q4 		$4.55M Sell
169,019
-5,031
-3% -$134K 0.74% 44
2025
Q3 		$4.58M Sell
174,050
-1,391
-0.8% -$35.3K 0.75% 42
2025
Q2 		$4.29M Buy
175,441
+435
+0.2% +$9.84K 0.75% 42
2025
Q1 		$3.86M Buy
175,006
+452
+0.3% +$10.5K 0.71% 42
2024
Q4 		$4.05M Buy
174,554
+1,706
+1% +$39.8K 0.72% 42
2024
Q3 		$3.91M Buy
172,848
+591
+0.3% +$12.9K 0.68% 44
2024
Q2 		$3.69M Buy
172,257
+1,221
+0.7% +$25.2K 0.69% 42
2024
Q1 		$3.54M Buy
171,036
+495
+0.3% +$9.74K 0.66% 46
2023
Q4 		$3.21M Buy
170,541
+639
+0.4% +$11.2K 0.64% 49
2023
Q3 		$2.87M Buy
169,902
+642
+0.4% +$11.3K 0.63% 51
2023
Q2 		$2.95M Buy
169,260
+627
+0.4% +$10.4K 0.63% 48
2023
Q1 		$2.72M Buy
168,633
+645
+0.4% +$10.2K 0.61% 50
2022
Q4 		$2.53M Sell
167,988
-2,283
-1% -$34.6K 0.59% 53
2022
Q3 		$2.4M Buy
170,271
+2,406
+1% +$37.8K 0.6% 50
2022
Q2 		$2.5M Buy
167,865
+678
+0.4% +$11K 0.6% 50
2022
Q1 		$3M Sell
167,187
-999
-0.6% -$17.7K 0.63% 45
2021
Q4 		$3.19M Sell
168,186
-102
-0.1% -$1.88K 0.63% 47
2021
Q3 		$2.92M Sell
168,288
-20,802
-11% -$371K 0.6% 50
2021
Q2 		$3.28M Buy
189,090
+582
+0.3% +$9.82K 0.68% 44
2021
Q1 		$3.02M Buy
188,508
+1,296
+0.7% +$20.3K 0.65% 46
2020
Q4 		$2.84M Buy
187,212
+2,694
+1% +$38.6K 0.69% 45
2020
Q3 		$2.48M Buy
184,518
+4,320
+2% +$57.4K 0.72% 46
2020
Q2 		$2.23M Buy
180,198
+738
+0.4% +$8.6K 0.7% 47
2020
Q1 		$1.83M Buy
179,460
+50,970
+40% +$619K 0.69% 47
2019
Q4 		$1.65M Buy
128,490
+1,380
+1% +$16.9K 0.5% 55
2019
Q3 		$1.5M Buy
127,110
+11,610
+10% +$137K 0.52% 53
2019
Q2 		$1.35M Sell
115,500
-8,670
-7% -$99.6K 0.48% 52
2019
Q1 		$1.4M Buy
124,170
+708
+0.6% +$7.67K 0.51% 52
2018
Q4 		$1.23M Buy
123,462
+1,860
+2% +$20K 0.5% 52
2018
Q3 		$1.41M Buy
121,602
+558
+0.5% +$6.34K 0.48% 56
2018
Q2 		$1.31M Buy
121,044
+840
+0.7% +$9.06K 0.46% 54
2018
Q1 		$1.26M Buy
120,204
+6,918
+6% +$75.2K 0.45% 56
2017
Q4 		$1.2M Buy
113,286
+8,286
+8% +$85.8K 0.43% 56
2017
Q3 		$1.05M Buy
105,000
+12,348
+13% +$121K 0.39% 60
2017
Q2 		$892K Buy
92,652
+14,898
+19% +$142K 0.34% 65
2017
Q1 		$729K Buy
77,754
+15,324
+25% +$142K 0.29% 70
2016
Q4 		$554K Buy
62,430
+10,752
+21% +$93.4K 0.23% 76
2016
Q3 		$445K Buy
51,678
+12,456
+32% +$107K 0.19% 80
2016
Q2 		$325K Buy
39,222
+9,324
+31% +$76.7K 0.14% 86
2016
Q1 		$243K Buy
29,898
+156
+0.5% +$1.2K 0.11% 92
2015
Q4 		$241K Buy
+29,742
New +$242K 0.11% 92
2015
Q3 		– Sell
-28,410
Closed -$234K – 101
2015
Q2 		$234K Buy
+28,410
New +$239K 0.11% 92

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

Asset Management Group's SCHX Position: Q1 2026 in Review

Asset Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, selling an estimated $13.1K and leaving 168,529 shares worth $4.32M. The position accounts for 0.7% of the portfolio, ranked #46.

Asset Management Group first reported a position in SCHX in Q2 2015 and has held it in 43 quarters since. The position peaked at $4.58M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Asset Management Group held 168,529 shares of Schwab US Large- Cap ETF worth $4.32M as of Q1 2026.
  • Asset Management Group sold 490 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.1K.
  • Schwab US Large- Cap ETF made up 0.7% of Asset Management Group's portfolio in Q1 2026, its #46 holding.
  • Asset Management Group first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 43 quarters since.
  • Asset Management Group's Schwab US Large- Cap ETF position peaked at $4.58M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.