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Breakthru Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Breakthru Advisory Services’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
-45,378
Closed -$1.22M – 66
2025
Q4 		$1.22M Buy
45,378
+58
+0.1% +$1.55K 0.78% 23
2025
Q3 		$1.19M Buy
45,320
+34,103
+304% +$866K 0.79% 20
2025
Q2 		$248K Hold
11,217
– – 0.38% 9
2025
Q1 		$248K Buy
+11,217
New +$261K 0.38% 9

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

Breakthru Advisory Services's SCHX Position: Q1 2026 in Review

Breakthru Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 45,378 shares — an estimated $1.22M sold.

Breakthru Advisory Services first reported a position in SCHX in Q1 2025 and held it in 4 quarters. The position peaked at $1.22M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Breakthru Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 45,378 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.22M.
  • Breakthru Advisory Services first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 4 quarters.
  • Breakthru Advisory Services's Schwab US Large- Cap ETF position peaked at $1.22M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.