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

BetterWealth’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 		$293K Buy
+11,430
New +$307K 0.06% 61

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BetterWealth's SCHX Position: Q1 2026 in Review

BetterWealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 11,430 shares worth $293K. The stake represents 0.06% of the portfolio and ranks #61 among its holdings.

1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • BetterWealth held 11,430 shares of Schwab US Large- Cap ETF worth $293K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new BetterWealth position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.06% of BetterWealth's portfolio in Q1 2026, its #61 holding.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.