Baron Silver Stevens Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Baron Silver Stevens Financial Advisors’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	$206K	Hold	8,018	–	–	0.03%	133
2025 Q4	$216K	Hold	8,018	–	–	0.03%	131
2025 Q3	$211K	Buy	+8,018	New	+$204K	0.03%	142
2022 Q2	–	Sell	-11,544	Closed	-$207K	–	109
2022 Q1	$207K	Buy	+11,544	New	+$204K	0.05%	94

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

Baron Silver Stevens Financial Advisors's SCHX Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 8,018 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #133.

Baron Silver Stevens Financial Advisors first reported a position in SCHX in Q1 2022 and has held it in 4 quarters since. The position peaked at $216K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Baron Silver Stevens Financial Advisors held 8,018 shares of Schwab US Large- Cap ETF worth $206K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #133 holding.
Baron Silver Stevens Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 4 quarters since.
Baron Silver Stevens Financial Advisors's Schwab US Large- Cap ETF position peaked at $216K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.