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Atlantic Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atlantic Private Wealth’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 		$66.1K Hold
2,577
– – 0.04% 113
2025
Q4 		$69.3K Buy
+2,577
New +$68.8K 0.04% 101

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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 $1.81B AUM 22.3% 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

Atlantic Private Wealth's SCHX Position: Q1 2026 in Review

Atlantic Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 2,577 shares worth $66.1K. The position accounts for 0.04% of the portfolio, ranked #113.

Atlantic Private Wealth first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $69.3K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Atlantic Private Wealth held 2,577 shares of Schwab US Large- Cap ETF worth $66.1K as of Q1 2026.
  • Atlantic Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #113 holding.
  • Atlantic Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Atlantic Private Wealth's Schwab US Large- Cap ETF position peaked at $69.3K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.