Austin Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Austin Wealth Management’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	–	Sell	-10,314	Closed	-$281K	–	150
2025 Q4	$281K	Sell	10,314 -1,701	-14%	-$45.4K	0.04%	134
2025 Q3	$317K	Buy	12,015 +36	+0.3%	+$914	0.05%	117
2025 Q2	$300K	Sell	11,979 -8,356	-41%	-$189K	0.05%	100
2025 Q1	$439K	Buy	20,335 +1,542	+8%	+$35.9K	0.09%	83
2024 Q4	$446K	Sell	18,793 -5,090	-21%	-$119K	0.09%	82
2024 Q3	$535K	Buy	23,883 +2,496	+12%	+$54.4K	0.12%	78
2024 Q2	$469K	Buy	21,387 +8,730	+69%	+$180K	0.11%	79
2024 Q1	$265K	Buy	+12,657	New	+$249K	0.07%	95

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Austin Wealth Management's SCHX Position: Q1 2026 in Review

Austin Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 10,314 shares — an estimated $281K sold.

Austin Wealth Management first reported a position in SCHX in Q1 2024 and held it in 8 quarters. The position peaked at $535K in Q3 2024. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Austin Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Austin Wealth Management sold 10,314 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $281K.
Austin Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 8 quarters.
Austin Wealth Management's Schwab US Large- Cap ETF position peaked at $535K in Q3 2024.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.