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

AssuredPartners Investment 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	$1.47M	Buy	56,639 +209	+0.4%	+$5.61K	0.16%	145
2025 Q4	$1.52M	Buy	56,430 +43,725	+344%	+$1.17M	0.23%	106
2025 Q3	$335K	Sell	12,705 -5,994	-32%	-$152K	0.07%	193
2025 Q2	$457K	Sell	18,699 -42,907	-70%	-$970K	0.11%	145
2025 Q1	$1.36M	Buy	61,606 +9,894	+19%	+$230K	0.26%	102
2024 Q4	$1.2M	Buy	+51,712	New	+$1.21M	0.23%	105

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

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

AssuredPartners Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.37% in Q1 2026, buying an estimated $5.61K and bringing the position to 56,639 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #145.

AssuredPartners Investment Advisors first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

AssuredPartners Investment Advisors held 56,639 shares of Schwab US Large- Cap ETF worth $1.47M as of Q1 2026.
AssuredPartners Investment Advisors bought 209 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.61K.
Schwab US Large- Cap ETF made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #145 holding.
AssuredPartners Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Schwab US Large- Cap ETF position peaked at $1.52M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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