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

Aviance Capital 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	$335K	Buy	13,048 +5	+0%	+$134	0.04%	297
2025 Q4	$351K	Buy	13,043 +4	+0%	+$107	0.04%	284
2025 Q3	$343K	Buy	13,039 +4	+0%	+$102	0.04%	283
2025 Q2	$319K	Buy	13,035 +193	+2%	+$4.36K	0.04%	281
2025 Q1	$284K	Buy	12,842 +2,146	+20%	+$50K	0.04%	285
2024 Q4	$248K	Sell	10,696 -2,300	-18%	-$53.6K	0.03%	284
2024 Q3	$294K	Buy	12,996 +3	+0%	+$65	0.04%	271
2024 Q2	$278K	Sell	12,993 -6	-0%	-$124	0.04%	275
2024 Q1	$269K	Buy	12,999 +2,136	+20%	+$42K	0.04%	270
2023 Q4	$204K	Buy	+10,863	New	+$191K	0.04%	239

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

Aviance Capital Partners's SCHX Position: Q1 2026 in Review

Aviance Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q1 2026, buying an estimated $134 and bringing the position to 13,048 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #297.

Aviance Capital Partners first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $351K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Aviance Capital Partners held 13,048 shares of Schwab US Large- Cap ETF worth $335K as of Q1 2026.
Aviance Capital Partners bought 5 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $134.
Schwab US Large- Cap ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #297 holding.
Aviance Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Aviance Capital Partners's Schwab US Large- Cap ETF position peaked at $351K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.