Chesapeake Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chesapeake 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	$794K	Hold	30,975	–	–	0.24%	88
2025 Q4	$834K	Hold	30,975	–	–	0.25%	86
2025 Q3	$816K	Sell	30,975 -525	-2%	-$13.3K	0.25%	86
2025 Q2	$770K	Sell	31,500 -150	-0.5%	-$3.39K	0.26%	85
2025 Q1	$699K	Hold	31,650	–	–	0.25%	89
2024 Q4	$734K	Sell	31,650 -210	-0.7%	-$4.89K	0.25%	86
2024 Q3	$721K	Buy	31,860 +4,950	+18%	+$108K	0.25%	88
2024 Q2	$576K	Hold	26,910	–	–	0.21%	92
2024 Q1	$557K	Buy	26,910 +9,930	+58%	+$195K	0.2%	95
2023 Q4	$319K	Buy	16,980 +2,400	+16%	+$42.1K	0.12%	124
2023 Q3	$246K	Sell	14,580 -1,110	-7%	-$19.5K	0.1%	137
2023 Q2	$274K	Buy	+15,690	New	+$259K	0.11%	134

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 $1.54B AUM 16.9% 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

Chesapeake Wealth Management's SCHX Position: Q1 2026 in Review

Chesapeake Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 30,975 shares worth $794K. The position accounts for 0.24% of the portfolio, ranked #88.

Chesapeake Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $834K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Chesapeake Wealth Management held 30,975 shares of Schwab US Large- Cap ETF worth $794K as of Q1 2026.
Chesapeake Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.24% of Chesapeake Wealth Management's portfolio in Q1 2026, its #88 holding.
Chesapeake Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Chesapeake Wealth Management's Schwab US Large- Cap ETF position peaked at $834K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.