Cadence Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cadence Wealth Management’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	$376K	Buy	14,652 +263	+2%	+$7.05K	0.16%	45
2025 Q4	$387K	Buy	14,389 +401	+3%	+$10.7K	0.19%	45
2025 Q3	$368K	Buy	13,988 +793	+6%	+$20.1K	0.19%	46
2025 Q2	$322K	Buy	13,195 +901	+7%	+$20.4K	0.21%	43
2025 Q1	$271K	Buy	12,294 +836	+7%	+$19.5K	0.2%	41
2024 Q4	$266K	Buy	11,458 +1,240	+12%	+$28.9K	0.18%	43
2024 Q3	$231K	Sell	10,218 -126	-1%	-$2.75K	0.19%	41
2024 Q2	$222K	Hold	10,344	–	–	0.15%	43
2024 Q1	$214K	Buy	+10,344	New	+$204K	0.22%	37
2022 Q2	–	Sell	-11,235	Closed	-$202K	–	38
2022 Q1	$202K	Buy	11,235 +429	+4%	+$7.59K	0.16%	34
2021 Q4	$205K	Buy	+10,806	New	+$200K	0.23%	33
2021 Q3	–	Sell	-11,592	Closed	-$201K	–	37
2021 Q2	$201K	Sell	11,592 -1,152	-9%	-$19.4K	0.17%	32
2021 Q1	$204K	Buy	+12,744	New	+$200K	0.18%	30

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

Cadence Wealth Management's SCHX Position: Q1 2026 in Review

Cadence Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, buying an estimated $7.05K and bringing the position to 14,652 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #45.

Cadence Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 13 quarters since. The position peaked at $387K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cadence Wealth Management held 14,652 shares of Schwab US Large- Cap ETF worth $376K as of Q1 2026.
Cadence Wealth Management bought 263 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.05K.
Schwab US Large- Cap ETF made up 0.16% of Cadence Wealth Management's portfolio in Q1 2026, its #45 holding.
Cadence Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 13 quarters since.
Cadence Wealth Management's Schwab US Large- Cap ETF position peaked at $387K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.