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

Camelot Portfolios’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	-78	Closed	-$2.1K	–	474
2025 Q4	$2.1K	Buy	+78	New	+$2.08K	﹤0.01%	531
2020 Q4	–	Sell	-18,600	Closed	-$250K	–	219
2020 Q3	$250K	Hold	18,600	–	–	0.16%	157
2020 Q2	$230K	Buy	+18,600	New	+$217K	0.15%	167
2020 Q1	–	Sell	-16,380	Closed	-$210K	–	240
2019 Q4	$210K	Buy	+16,380	New	+$201K	0.09%	209
2019 Q3	–	Sell	-27,180	Closed	-$318K	–	245
2019 Q2	$318K	Hold	27,180	–	–	0.13%	171
2019 Q1	$306K	Buy	+27,180	New	+$294K	0.13%	182

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Camelot Portfolios's SCHX Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 78 shares — an estimated $2.1K sold.

Camelot Portfolios first reported a position in SCHX in Q1 2019 and held it in 6 quarters. The position peaked at $318K in Q2 2019. 1,546 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Camelot Portfolios reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 78 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.1K.
Camelot Portfolios first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 6 quarters.
Camelot Portfolios's Schwab US Large- Cap ETF position peaked at $318K in Q2 2019.
1,546 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.