CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

CAPTRUST Financial Advisors’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 		$517M Buy
20,183,412
+660,923
+3% +$17.7M 0.9% 18
2025
Q4 		$525M Buy
19,522,489
+1,039,540
+6% +$27.8M 1% 20
2025
Q3 		$487M Buy
18,482,949
+272,099
+1% +$6.91M 0.99% 20
2025
Q2 		$445M Buy
18,210,850
+394,912
+2% +$8.93M 0.99% 19
2025
Q1 		$393M Buy
17,815,938
+15,552,320
+687% +$362M 0.99% 20
2024
Q4 		$52.5M Sell
2,263,618
-96,692
-4% -$2.25M 0.15% 129
2024
Q3 		$53.4M Buy
2,360,310
+15,642
+0.7% +$341K 0.16% 124
2024
Q2 		$50.2M Buy
2,344,668
+265,401
+13% +$5.48M 0.16% 123
2024
Q1 		$43M Sell
2,079,267
-395,817
-16% -$7.79M 0.16% 129
2023
Q4 		$46.5M Sell
2,475,084
-130,629
-5% -$2.29M 0.16% 126
2023
Q3 		$44M Buy
2,605,713
+339,033
+15% +$5.95M 0.17% 120
2023
Q2 		$39.6M Sell
2,266,680
-585,924
-21% -$9.67M 0.16% 127
2023
Q1 		$46M Sell
2,852,604
-1,343,091
-32% -$21.1M 0.2% 114
2022
Q4 		$63.2M Sell
4,195,695
-844,455
-17% -$12.8M 0.32% 66
2022
Q3 		$71.2M Buy
5,040,150
+4,081,269
+426% +$64M 0.41% 52
2022
Q2 		$14.3M Buy
958,881
+5,079
+0.5% +$82.3K 0.09% 202
2022
Q1 		$17.1M Buy
953,802
+18,714
+2% +$331K 0.11% 173
2021
Q4 		$17.7M Sell
935,088
-66,876
-7% -$1.24M 0.12% 166
2021
Q3 		$17.4M Buy
1,001,964
+34,638
+4% +$618K 0.14% 158
2021
Q2 		$16.8M Sell
967,326
-6,402
-0.7% -$108K 0.16% 145
2021
Q1 		$15.6M Sell
973,728
-15,492
-2% -$243K 0.17% 136
2020
Q4 		$15M Sell
989,220
-26,118
-3% -$374K 0.2% 121
2020
Q3 		$13.8M Sell
1,015,338
-56,148
-5% -$746K 0.23% 117
2020
Q2 		$13.3M Sell
1,071,486
-32,418
-3% -$378K 0.22% 117
2020
Q1 		$10.8M Sell
1,103,904
-176,004
-14% -$2.14M 0.24% 109
2019
Q4 		$16.5M Sell
1,279,908
-517,614
-29% -$6.34M 0.26% 102
2019
Q3 		$21.3M Buy
1,797,522
+1,310,484
+269% +$15.4M 0.75% 29
2019
Q2 		$5.72M Buy
487,038
+12,042
+3% +$138K 0.21% 104
2019
Q1 		$5.35M Buy
474,996
+414,672
+687% +$4.49M 0.22% 94
2018
Q4 		$601K Buy
60,324
+8,418
+16% +$90.3K 0.03% 284
2018
Q3 		$602K Buy
51,906
+23,478
+83% +$267K 0.03% 282
2018
Q2 		$308K Buy
28,428
+16,218
+133% +$175K 0.02% 296
2018
Q1 		$125K Buy
12,210
+7,284
+148% +$79.2K 0.01% 404
2017
Q4 		$52K Hold
4,926
– – ﹤0.01% 587
2017
Q3 		$52K Buy
+4,926
New +$48.4K ﹤0.01% 285

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

CAPTRUST Financial Advisors's SCHX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.4% in Q1 2026, buying an estimated $17.7M and bringing the position to 20,183,412 shares worth $517M. The position accounts for 0.9% of the portfolio, ranked #18.

CAPTRUST Financial Advisors first reported a position in SCHX in Q3 2017 and has held it in 35 quarters since. The position peaked at $525M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,183,412 shares of Schwab US Large- Cap ETF worth $517M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 660,923 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $17.7M.
  • Schwab US Large- Cap ETF made up 0.9% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #18 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Schwab US Large- Cap ETF position peaked at $525M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.