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

Caprock Group’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 		$13.3M Sell
519,178
-19,777
-4% -$531K 0.32% 54
2025
Q4 		$14.5M Buy
538,955
+110,345
+26% +$2.95M 0.31% 54
2025
Q3 		$11M Buy
+428,610
New +$10.9M 0.27% 65
2025
Q1 		$9.47M Buy
428,714
+4,584
+1% +$107K 0.29% 66
2024
Q4 		$9.83M Buy
424,130
+203
+0% +$4.73K 0.32% 55
2024
Q3 		$9.59M Sell
423,927
-3,483
-0.8% -$75.9K 0.35% 50
2024
Q2 		$9.18M Buy
427,410
+333,801
+357% +$6.9M 0.37% 45
2024
Q1 		$1.94M Buy
93,609
+12
+0% +$236 0.11% 142
2023
Q4 		$1.76M Buy
93,597
+252
+0.3% +$4.42K 0.11% 150
2023
Q3 		$1.57M Sell
93,345
-9,372
-9% -$164K 0.12% 135
2023
Q2 		$1.79M Sell
102,717
-13,833
-12% -$228K 0.13% 122
2023
Q1 		$1.88M Buy
116,550
+33
+0% +$519 0.15% 110
2022
Q4 		$1.75M Buy
116,517
+74,076
+175% +$1.12M 0.16% 95
2022
Q3 		$599K Sell
42,441
-5,850
-12% -$91.8K 0.06% 241
2022
Q2 		$719K Buy
48,291
+33
+0.1% +$535 0.07% 205
2022
Q1 		$866K Buy
48,258
+6
+0% +$106 0.08% 204
2021
Q4 		$916K Buy
48,252
+7,350
+18% +$136K 0.08% 187
2021
Q3 		$709K Buy
40,902
+30
+0.1% +$535 0.06% 207
2021
Q2 		$708K Sell
40,872
-26,826
-40% -$453K 0.06% 210
2021
Q1 		$1.08M Buy
67,698
+37,248
+122% +$584K 0.12% 134
2020
Q4 		$462K Hold
30,450
– – 0.05% 243
2020
Q3 		$409K Hold
30,450
– – 0.06% 242
2020
Q2 		$376K Hold
30,450
– – 0.06% 241
2020
Q1 		$311K Sell
30,450
-930
-3% -$11.3K 0.06% 232
2019
Q4 		$402K Hold
31,380
– – 0.07% 199
2019
Q3 		$371K Sell
31,380
-1,350
-4% -$15.9K 0.07% 199
2019
Q2 		$385K Buy
32,730
+450
+1% +$5.17K 0.08% 197
2019
Q1 		$364K Buy
32,280
+720
+2% +$7.8K 0.07% 228
2018
Q4 		$314K Buy
31,560
+600
+2% +$6.44K 0.07% 225
2018
Q3 		$359K Sell
30,960
-150
-0.5% -$1.71K 0.07% 234
2018
Q2 		$337K Buy
31,110
+450
+1% +$4.85K 0.07% 260
2018
Q1 		$322K Hold
30,660
– – 0.07% 258
2017
Q4 		$339K Sell
30,660
-450
-1% -$4.66K 0.07% 264
2017
Q3 		$311K Sell
31,110
-1,290
-4% -$12.7K 0.06% 278
2017
Q2 		$312K Buy
32,400
+3,504
+12% +$33.4K 0.07% 273
2017
Q1 		$271K Sell
28,896
-300
-1% -$2.77K 0.06% 267
2016
Q4 		$259K Hold
29,196
– – 0.07% 256
2016
Q3 		$251K Hold
29,196
– – 0.06% 286
2016
Q2 		$242K Hold
29,196
– – 0.06% 242
2016
Q1 		$238K Buy
+29,196
New +$225K 0.06% 266

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 $1.81B AUM 22.3% 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

Caprock Group's SCHX Position: Q1 2026 in Review

Caprock Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q1 2026, selling an estimated $531K and leaving 519,178 shares worth $13.3M. The position accounts for 0.32% of the portfolio, ranked #54.

Caprock Group first reported a position in SCHX in Q1 2016 and has held it in 40 quarters since. The position peaked at $14.5M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Caprock Group held 519,178 shares of Schwab US Large- Cap ETF worth $13.3M as of Q1 2026.
  • Caprock Group sold 19,777 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $531K.
  • Schwab US Large- Cap ETF made up 0.32% of Caprock Group's portfolio in Q1 2026, its #54 holding.
  • Caprock Group first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 40 quarters since.
  • Caprock Group's Schwab US Large- Cap ETF position peaked at $14.5M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.