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

Centaurus Financial’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 		$451K Buy
17,571
+88
+0.5% +$2.36K 0.02% 553
2025
Q4 		$470K Buy
17,483
+36
+0.2% +$961 0.02% 547
2025
Q3 		$460K Buy
17,447
+183
+1% +$4.65K 0.02% 559
2025
Q2 		$422K Buy
17,264
+1,468
+9% +$33.2K 0.02% 516
2025
Q1 		$349K Buy
15,796
+549
+4% +$12.8K 0.02% 540
2024
Q4 		$353K Sell
15,247
-2,393
-14% -$55.8K 0.02% 519
2024
Q3 		$399K Buy
17,640
+2,994
+20% +$65.2K 0.03% 460
2024
Q2 		$314K Sell
14,646
-11,787
-45% -$244K 0.02% 492
2024
Q1 		$547K Buy
26,433
+14,331
+118% +$282K 0.04% 364
2023
Q4 		$228K Sell
12,102
-4,809
-28% -$84.5K 0.02% 560
2023
Q3 		$285K Buy
16,911
+147
+0.9% +$2.58K 0.02% 476
2023
Q2 		$293K Sell
16,764
-987
-6% -$16.3K 0.03% 474
2023
Q1 		$286K Buy
17,751
+87
+0.5% +$1.37K 0.02% 554
2022
Q4 		$266K Buy
17,664
+10,119
+134% +$153K 0.03% 525
2022
Q3 		$107K Sell
7,545
-3,231
-30% -$50.7K 0.01% 794
2022
Q2 		$160K Sell
10,776
-9,876
-48% -$160K 0.02% 696
2022
Q1 		$371K Sell
20,652
-14,796
-42% -$262K 0.03% 493
2021
Q4 		$672K Sell
35,448
-1,716
-5% -$31.7K 0.05% 367
2021
Q3 		$644K Sell
37,164
-888
-2% -$15.8K 0.05% 356
2021
Q2 		$659K Buy
38,052
+11,808
+45% +$199K 0.06% 355
2021
Q1 		$420K Buy
26,244
+19,302
+278% +$302K 0.04% 414
2020
Q4 		$105K Buy
+6,942
New +$99.3K 0.01% 744
2018
Q3 		– Sell
-7,626
Closed -$83K – 1765
2018
Q2 		$83K Buy
+7,626
New +$82.2K 0.01% 774

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

Centaurus Financial's SCHX Position: Q1 2026 in Review

Centaurus Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.5% in Q1 2026, buying an estimated $2.36K and bringing the position to 17,571 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #553.

Centaurus Financial first reported a position in SCHX in Q2 2018 and has held it in 23 quarters since. The position peaked at $672K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Centaurus Financial held 17,571 shares of Schwab US Large- Cap ETF worth $451K as of Q1 2026.
  • Centaurus Financial bought 88 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.36K.
  • Schwab US Large- Cap ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #553 holding.
  • Centaurus Financial first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 23 quarters since.
  • Centaurus Financial's Schwab US Large- Cap ETF position peaked at $672K in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.