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CFO4Life Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

CFO4Life 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 		$357K Sell
13,931
-40
-0.3% -$1.07K 0.05% 150
2025
Q4 		$376K Buy
13,971
+9
+0.1% +$240 0.05% 153
2025
Q3 		$368K Buy
13,962
+8
+0.1% +$203 0.05% 152
2025
Q2 		$341K Buy
13,954
+8
+0.1% +$181 0.05% 153
2025
Q1 		$308K Sell
13,946
-4,454
-24% -$104K 0.05% 154
2024
Q4 		$427K Sell
18,400
-4,157
-18% -$96.9K 0.07% 124
2024
Q3 		$510K Buy
22,557
+3,855
+21% +$84K 0.09% 117
2024
Q2 		$401K Buy
18,702
+6
+0% +$124 0.08% 128
2024
Q1 		$387K Sell
18,696
-183
-1% -$3.6K 0.07% 131
2023
Q4 		$355K Buy
18,879
+216
+1% +$3.79K 0.07% 127
2023
Q3 		$315K Buy
18,663
+15
+0.1% +$263 0.07% 119
2023
Q2 		$326K Buy
18,648
+15
+0.1% +$248 0.07% 127
2023
Q1 		$300K Buy
18,633
+18
+0.1% +$283 0.07% 126
2022
Q4 		$280K Buy
18,615
+18
+0.1% +$272 0.06% 136
2022
Q3 		$263K Buy
18,597
+18
+0.1% +$282 0.07% 113
2022
Q2 		$280K Buy
+18,579
New +$301K 0.07% 116
2022
Q1 		– Sell
-11,076
Closed -$210K – 166
2021
Q4 		$210K Buy
+11,076
New +$205K 0.04% 147
2021
Q1 		– Sell
-17,982
Closed -$273K – 152
2020
Q4 		$273K Hold
17,982
– – 0.08% 120
2020
Q3 		$242K Buy
17,982
+804
+5% +$10.7K 0.08% 109
2020
Q2 		$212K Buy
+17,178
New +$200K 0.08% 117
2020
Q1 		– Sell
-41,004
Closed -$525K – 136
2019
Q4 		$525K Sell
41,004
-2,460
-6% -$30.2K 0.22% 67
2019
Q3 		$514K Buy
+43,464
New +$512K 0.23% 65

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 $1.54B AUM 16.9% 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

CFO4Life Group's SCHX Position: Q1 2026 in Review

CFO4Life Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, selling an estimated $1.07K and leaving 13,931 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #150.

CFO4Life Group first reported a position in SCHX in Q3 2019 and has held it in 22 quarters since. The position peaked at $525K in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • CFO4Life Group held 13,931 shares of Schwab US Large- Cap ETF worth $357K as of Q1 2026.
  • CFO4Life Group sold 40 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.07K.
  • Schwab US Large- Cap ETF made up 0.05% of CFO4Life Group's portfolio in Q1 2026, its #150 holding.
  • CFO4Life Group first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 22 quarters since.
  • CFO4Life Group's Schwab US Large- Cap ETF position peaked at $525K in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.