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Ausdal Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ausdal Financial Partners’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 		$5M Sell
195,003
-12,804
-6% -$343K 0.22% 112
2025
Q4 		$5.59M Sell
207,807
-12,177
-6% -$325K 0.26% 90
2025
Q3 		$5.79M Sell
219,984
-3,726
-2% -$94.6K 0.28% 77
2025
Q2 		$5.47M Buy
223,710
+41,248
+23% +$933K 0.36% 62
2025
Q1 		$4.03M Buy
182,462
+245
+0.1% +$5.7K 0.3% 73
2024
Q4 		$4.22M Buy
182,217
+4,608
+3% +$107K 0.36% 62
2024
Q3 		$4.02M Buy
177,609
+8,517
+5% +$186K 0.42% 49
2024
Q2 		$3.62M Buy
169,092
+3,783
+2% +$78.2K 0.39% 59
2024
Q1 		$3.42M Buy
165,309
+15,546
+10% +$306K 0.4% 61
2023
Q4 		$2.82M Sell
149,763
-4,113
-3% -$72.2K 0.35% 68
2023
Q3 		$2.6M Buy
153,876
+6,294
+4% +$110K 0.36% 69
2023
Q2 		$2.58M Sell
147,582
-26,379
-15% -$436K 0.35% 70
2023
Q1 		$2.8M Sell
173,961
-18,267
-10% -$287K 0.39% 58
2022
Q4 		$2.89M Sell
192,228
-8,610
-4% -$130K 0.42% 53
2022
Q3 		$2.83M Sell
200,838
-6,639
-3% -$104K 0.45% 55
2022
Q2 		$3.09M Sell
207,477
-18,744
-8% -$304K 0.47% 59
2022
Q1 		$4.06M Buy
226,221
+8,175
+4% +$145K 0.55% 38
2021
Q4 		$4.14M Buy
218,046
+39,378
+22% +$727K 0.55% 39
2021
Q3 		$3.1M Buy
178,668
+10,362
+6% +$185K 0.46% 54
2021
Q2 		$2.92M Buy
168,306
+10,044
+6% +$169K 0.44% 66
2021
Q1 		$2.53M Buy
158,262
+13,410
+9% +$210K 0.43% 67
2020
Q4 		$2.2M Buy
144,852
+19,506
+16% +$279K 0.43% 65
2020
Q3 		$1.68M Buy
125,346
+41,478
+49% +$551K 0.41% 66
2020
Q2 		$1.04M Buy
83,868
+126
+0.2% +$1.47K 0.34% 81
2020
Q1 		$936K Buy
83,742
+7,692
+10% +$93.4K 0.33% 83
2019
Q4 		$990K Buy
76,050
+984
+1% +$12.1K 0.29% 95
2019
Q3 		$887K Sell
75,066
-5,316
-7% -$62.6K 0.31% 90
2019
Q2 		$964K Buy
80,382
+33,216
+70% +$382K 0.37% 78
2019
Q1 		$531K Buy
47,166
+216
+0.5% +$2.34K 0.22% 117
2018
Q4 		$467K Sell
46,950
-5,970
-11% -$64.1K 0.23% 111
2018
Q3 		$613K Buy
52,920
+1,266
+2% +$14.4K 0.17% 157
2018
Q2 		$559K Sell
51,654
-324
-0.6% -$3.49K 0.17% 174
2018
Q1 		$546K Buy
51,978
+42
+0.1% +$457 0.19% 160
2017
Q4 		$552K Buy
51,936
+10,782
+26% +$112K 0.2% 155
2017
Q3 		$412K Buy
41,154
+11,232
+38% +$110K 0.16% 176
2017
Q2 		$288K Buy
+29,922
New +$285K 0.12% 217

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 $1.81B 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

Ausdal Financial Partners's SCHX Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.2% in Q1 2026, selling an estimated $343K and leaving 195,003 shares worth $5M. The position accounts for 0.22% of the portfolio, ranked #112.

Ausdal Financial Partners first reported a position in SCHX in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.79M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Ausdal Financial Partners held 195,003 shares of Schwab US Large- Cap ETF worth $5M as of Q1 2026.
  • Ausdal Financial Partners sold 12,804 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $343K.
  • Schwab US Large- Cap ETF made up 0.22% of Ausdal Financial Partners's portfolio in Q1 2026, its #112 holding.
  • Ausdal Financial Partners first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • Ausdal Financial Partners's Schwab US Large- Cap ETF position peaked at $5.79M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.