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

Certuity’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 		$548K Buy
21,390
+6
+0% +$161 0.04% 272
2025
Q4 		$575K Buy
21,384
+5
+0% +$134 0.04% 249
2025
Q3 		$563K Buy
21,379
+5
+0% +$127 0.04% 242
2025
Q2 		$522K Buy
21,374
+6
+0% +$136 0.05% 199
2025
Q1 		$472K Buy
21,368
+6
+0% +$140 0.05% 190
2024
Q4 		$495K Sell
21,362
-148
-0.7% -$3.45K 0.05% 176
2024
Q3 		$487K Sell
21,510
-35,298
-62% -$769K 0.05% 186
2024
Q2 		$1.22M Sell
56,808
-81
-0.1% -$1.67K 0.1% 110
2024
Q1 		$1.18M Buy
56,889
+9,084
+19% +$179K 0.1% 104
2023
Q4 		$899K Buy
47,805
+171
+0.4% +$3K 0.09% 123
2023
Q3 		$803K Sell
47,634
-48
-0.1% -$842 0.09% 93
2023
Q2 		$832K Sell
47,682
-7,614
-14% -$126K 0.09% 94
2023
Q1 		$892K Buy
55,296
+738
+1% +$11.6K 0.13% 75
2022
Q4 		$821K Sell
54,558
-5,997
-10% -$90.8K 0.13% 74
2022
Q3 		$855K Buy
60,555
+18,759
+45% +$294K 0.2% 58
2022
Q2 		$622K Sell
41,796
-1,362
-3% -$22.1K 0.16% 71
2022
Q1 		$775K Buy
43,158
+13,254
+44% +$235K 0.17% 93
2021
Q4 		$567K Sell
29,904
-43,932
-59% -$812K 0.12% 121
2021
Q3 		$136K Hold
73,836
– – 0.03% 377
2021
Q2 		$136K Buy
+73,836
New +$1.25M 0.03% 331

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

Certuity's SCHX Position: Q1 2026 in Review

Certuity increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q1 2026, buying an estimated $161 and bringing the position to 21,390 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #272.

Certuity first reported a position in SCHX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Certuity held 21,390 shares of Schwab US Large- Cap ETF worth $548K as of Q1 2026.
  • Certuity bought 6 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $161.
  • Schwab US Large- Cap ETF made up 0.04% of Certuity's portfolio in Q1 2026, its #272 holding.
  • Certuity first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Certuity's Schwab US Large- Cap ETF position peaked at $1.22M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.