Clark Capital Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clark Capital Management 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	$956K	Hold	37,283	–	–	0.01%	310
2025 Q4	$1M	Buy	37,283 +15,945	+75%	+$426K	0.01%	304
2025 Q3	$562K	Buy	21,338 +12,573	+143%	+$319K	﹤0.01%	336
2025 Q2	$214K	Sell	8,765 -2,863	-25%	-$64.7K	﹤0.01%	409
2025 Q1	$257K	Sell	11,628 -137	-1%	-$3.19K	﹤0.01%	394
2024 Q4	$273K	Buy	11,765 +122	+1%	+$2.84K	﹤0.01%	383
2024 Q3	$263K	Buy	11,643 +309	+3%	+$6.73K	﹤0.01%	375
2024 Q2	$243K	Hold	11,334	–	–	﹤0.01%	364
2024 Q1	$234K	Hold	11,334	–	–	﹤0.01%	372
2023 Q4	$213K	Buy	+11,334	New	+$199K	﹤0.01%	362
2023 Q1	–	Sell	-16,425	Closed	-$247K	–	365
2022 Q4	$247K	Hold	16,425	–	–	﹤0.01%	331
2022 Q3	$232K	Buy	+16,425	New	+$258K	﹤0.01%	327
2022 Q2	–	Sell	-13,410	Closed	-$241K	–	380
2022 Q1	$241K	Hold	13,410	–	–	﹤0.01%	348
2021 Q4	$254K	Buy	+13,410	New	+$248K	﹤0.01%	337
2020 Q2	–	Sell	-25,560	Closed	-$261K	–	331
2020 Q1	$261K	Sell	25,560 -29,910	-54%	-$363K	0.01%	262
2019 Q4	$710K	Buy	55,470 +678	+1%	+$8.31K	0.01%	240
2019 Q3	$648K	Hold	54,792	–	–	0.01%	237
2019 Q2	$641K	Sell	54,792 -606	-1%	-$6.96K	0.01%	232
2019 Q1	$624K	Buy	+55,398	New	+$600K	0.01%	233

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 $1.81B AUM 22.3% 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

Clark Capital Management Group's SCHX Position: Q1 2026 in Review

Clark Capital Management Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 37,283 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #310.

Clark Capital Management Group first reported a position in SCHX in Q1 2019 and has held it in 19 quarters since. The position peaked at $1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Clark Capital Management Group held 37,283 shares of Schwab US Large- Cap ETF worth $956K as of Q1 2026.
Clark Capital Management Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #310 holding.
Clark Capital Management Group first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 19 quarters since.
Clark Capital Management Group's Schwab US Large- Cap ETF position peaked at $1M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.