Authentikos Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Authentikos Wealth Advisory’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	-132,790	Closed	-$3.57M	–	74
2025 Q4	$3.57M	Buy	+132,790	New	+$3.55M	2.36%	15
2025 Q1	–	Sell	-10,862	Closed	-$252K	–	97
2024 Q4	$252K	Buy	+10,862	New	+$253K	0.25%	72
2024 Q1	–	Sell	-37,599	Closed	-$707K	–	70
2023 Q4	$707K	Sell	37,599 -24,471	-39%	-$430K	0.75%	31
2023 Q3	$1.05M	Sell	62,070 -36,654	-37%	-$643K	1.01%	24
2023 Q2	$1.72M	Sell	98,724 -6,927	-7%	-$114K	1.63%	15
2023 Q1	$1.59M	Buy	+105,651	New	+$1.66M	1.61%	13

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 $1.54B AUM 16.9% 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

Authentikos Wealth Advisory's SCHX Position: Q1 2026 in Review

Authentikos Wealth Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 132,790 shares — an estimated $3.57M sold.

Authentikos Wealth Advisory first reported a position in SCHX in Q1 2023 and held it in 6 quarters. The position peaked at $3.57M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Authentikos Wealth Advisory reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Authentikos Wealth Advisory sold 132,790 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.57M.
Authentikos Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 6 quarters.
Authentikos Wealth Advisory's Schwab US Large- Cap ETF position peaked at $3.57M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2026, filed 7 May 2026.