CBIZ Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

CBIZ Investment Advisory Services’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	-5,472	Closed	-$147K	–	686
2025 Q4	$147K	Hold	5,472	–	–	0.01%	65
2025 Q3	$144K	Hold	5,472	–	–	0.01%	60
2025 Q2	$134K	Hold	5,472	–	–	0.01%	60
2025 Q1	$121K	Hold	5,472	–	–	0.01%	62
2024 Q4	$127K	Hold	5,472	–	–	0.01%	61
2024 Q3	$124K	Hold	5,472	–	–	0.01%	61
2024 Q2	$118K	Buy	+5,472	New	+$113K	0.01%	64
2020 Q4	–	Hold	0	–	–	–	57
2020 Q3	–	Hold	0	–	–	–	46
2020 Q2	–	Hold	0	–	–	–	50
2020 Q1	–	Hold	0	–	–	–	52
2019 Q4	–	Hold	0	–	–	–	56

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

CBIZ Investment Advisory Services's SCHX Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 5,472 shares — an estimated $147K sold.

CBIZ Investment Advisory Services first reported a position in SCHX in Q2 2024 and held it in 7 quarters. The position peaked at $147K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 5,472 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $147K.
CBIZ Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $147K in Q4 2025.
1,546 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.