Avant Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Avant Capital’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	$1.69M	Sell	66,019 -2,414	-4%	-$64.8K	1.19%	26
2025 Q4	$1.84M	Buy	68,433 +109	+0.2%	+$2.91K	1.26%	25
2025 Q3	$1.8M	Buy	68,324 +173	+0.3%	+$4.39K	1.27%	25
2025 Q2	$1.67M	Sell	68,151 -1,255	-2%	-$28.4K	1.29%	25
2025 Q1	$1.53M	Buy	69,406 +998	+1%	+$23.2K	1.27%	24
2024 Q4	$1.59M	Buy	+68,408	New	+$1.59M	1.32%	25
2023 Q3	$1.14M	Buy	67,689 +705	+1%	+$12.4K	1.31%	24
2023 Q2	$1.17M	Buy	66,984 +558	+0.8%	+$9.21K	1.29%	24
2023 Q1	$1.07M	Sell	66,426 -1,674	-2%	-$26.3K	1.24%	27
2022 Q4	$1.02M	Sell	68,100 -1,689	-2%	-$25.6K	1.26%	27
2022 Q3	$985K	Buy	69,789 +4,923	+8%	+$77.2K	1.33%	26
2022 Q2	$966K	Sell	64,866 -2,346	-3%	-$38K	1.25%	27
2022 Q1	$1.21M	Buy	67,212 +150	+0.2%	+$2.65K	1.35%	25
2021 Q4	$1.27M	Buy	+67,062	New	+$1.24M	1.4%	24

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

Avant Capital's SCHX Position: Q1 2026 in Review

Avant Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q1 2026, selling an estimated $64.8K and leaving 66,019 shares worth $1.69M. The position accounts for 1.19% of the portfolio, ranked #26.

Avant Capital first reported a position in SCHX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Avant Capital held 66,019 shares of Schwab US Large- Cap ETF worth $1.69M as of Q1 2026.
Avant Capital sold 2,414 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $64.8K.
Schwab US Large- Cap ETF made up 1.19% of Avant Capital's portfolio in Q1 2026, its #26 holding.
Avant Capital first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Schwab US Large- Cap ETF position peaked at $1.84M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.