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

CacheTech Inc’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 		$57.9M Sell
2,256,916
-43,084
-2% -$1.16M 11.15% 1
2025
Q4 		$61.9M Buy
2,300,000
+33,670
+1% +$899K 11.47% 1
2025
Q3 		$59.7M Sell
2,266,330
-461,294
-17% -$11.7M 12.01% 1
2025
Q2 		$66.7M Sell
2,727,624
-24,783
-0.9% -$560K 12.27% 1
2025
Q1 		$59.7M Sell
2,752,407
-221,617
-7% -$5.16M 11.63% 1
2024
Q4 		$68.9M Buy
2,974,024
+96,856
+3% +$2.26M 12.92% 1
2024
Q3 		$65.1M Buy
2,877,168
+32,529
+1% +$709K 13.96% 1
2024
Q2 		$60.9M Buy
+2,844,639
New +$58.8M 14.03% 1

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

CacheTech Inc's SCHX Position: Q1 2026 in Review

CacheTech Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q1 2026, selling an estimated $1.16M and leaving 2,256,916 shares worth $57.9M. The position accounts for 11.15% of the portfolio, ranked #1.

CacheTech Inc first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $68.9M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • CacheTech Inc held 2,256,916 shares of Schwab US Large- Cap ETF worth $57.9M as of Q1 2026.
  • CacheTech Inc sold 43,084 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.16M.
  • Schwab US Large- Cap ETF made up 11.15% of CacheTech Inc's portfolio in Q1 2026, its #1 holding.
  • CacheTech Inc first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • CacheTech Inc's Schwab US Large- Cap ETF position peaked at $68.9M in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.