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

Carr Financial 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	$3.92M	Sell	153,008 -17,873	-10%	-$479K	1.04%	18
2025 Q4	$4.6M	Sell	170,881 -4,625	-3%	-$124K	1.22%	18
2025 Q3	$4.62M	Sell	175,506 -661,962	-79%	-$16.8M	1.27%	18
2025 Q2	$20.5M	Sell	837,468 -168,769	-17%	-$3.82M	6.04%	3
2025 Q1	$22.2M	Buy	1,006,237 +39,410	+4%	+$917K	7.28%	3
2024 Q4	$22.4M	Buy	966,827 +50,489	+6%	+$1.18M	6.95%	1
2024 Q3	$20.7M	Sell	916,338 -131,856	-13%	-$2.87M	6.07%	2
2024 Q2	$22.4M	Buy	1,048,194 +36,978	+4%	+$764K	7.14%	2
2024 Q1	$20.9M	Buy	1,011,216 +101,172	+11%	+$1.99M	6.96%	2
2023 Q4	$17.1M	Buy	910,044 +302,775	+50%	+$5.32M	6.33%	2
2023 Q3	$10.4M	Sell	607,269 -13,065	-2%	-$229K	4.11%	6
2023 Q2	$10.8M	Buy	620,334 +30,933	+5%	+$511K	4.32%	6
2023 Q1	$9.5M	Buy	589,401 +61,956	+12%	+$975K	4.19%	6
2022 Q4	$7.94M	Buy	+527,445	New	+$7.98M	4.18%	6

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 $1.54B AUM 16.9% 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

Carr Financial Group's SCHX Position: Q1 2026 in Review

Carr Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q1 2026, selling an estimated $479K and leaving 153,008 shares worth $3.92M. The position accounts for 1.04% of the portfolio, ranked #18.

Carr Financial Group first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.4M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Carr Financial Group held 153,008 shares of Schwab US Large- Cap ETF worth $3.92M as of Q1 2026.
Carr Financial Group sold 17,873 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $479K.
Schwab US Large- Cap ETF made up 1.04% of Carr Financial Group's portfolio in Q1 2026, its #18 holding.
Carr Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Schwab US Large- Cap ETF position peaked at $22.4M in Q2 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.