Cassaday & Co Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cassaday & Co 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	$1.05M	Sell	40,974 -2,186	-5%	-$58.6K	0.02%	133
2025 Q4	$1.16M	Buy	43,160 +2,186	+5%	+$58.4K	0.02%	126
2025 Q3	$1.08M	Buy	40,974 +165	+0.4%	+$4.19K	0.02%	127
2025 Q2	$997K	Buy	40,809 +477	+1%	+$10.8K	0.03%	130
2025 Q1	$891K	Sell	40,332 -16,745	-29%	-$390K	0.03%	131
2024 Q4	$1.32M	Buy	57,077 +28,916	+103%	+$674K	0.04%	94
2024 Q3	$637K	Hold	28,161	–	–	0.02%	160
2024 Q2	$603K	Sell	28,161 -1,563	-5%	-$32.3K	0.02%	156
2024 Q1	$615K	Sell	29,724 -5,112	-15%	-$101K	0.02%	154
2023 Q4	$655K	Buy	34,836 +7,479	+27%	+$131K	0.02%	140
2023 Q3	$461K	Hold	27,357	–	–	0.02%	158
2023 Q2	$478K	Hold	27,357	–	–	0.02%	158
2023 Q1	$441K	Sell	27,357 -117	-0.4%	-$1.84K	0.02%	167
2022 Q4	$413K	Buy	+27,474	New	+$416K	0.02%	164

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

Cassaday & Co Wealth Management's SCHX Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q1 2026, selling an estimated $58.6K and leaving 40,974 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #133.

Cassaday & Co Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cassaday & Co Wealth Management held 40,974 shares of Schwab US Large- Cap ETF worth $1.05M as of Q1 2026.
Cassaday & Co Wealth Management sold 2,186 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $58.6K.
Schwab US Large- Cap ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #133 holding.
Cassaday & Co Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Schwab US Large- Cap ETF position peaked at $1.32M in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.