Clear Investment Research’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Hold |
112,662
| – | – | 4.52% | 4 |
|
|
2025
Q4 | $3.03M | Sell |
112,662
-294
| -0.3% | -$7.85K | 5.03% | 4 |
|
|
2025
Q3 | $2.98M | Sell |
112,956
-6,467
| -5% | -$164K | 3.99% | 6 |
|
|
2025
Q2 | $2.92M | Sell |
119,423
-308
| -0.3% | -$6.96K | 3.68% | 7 |
|
|
2025
Q1 | $2.64M | Buy |
119,731
+79
| +0.1% | +$1.84K | 3.53% | 7 |
|
|
2024
Q4 | $2.77M | Sell |
119,652
-594
| -0.5% | -$13.8K | 3.57% | 6 |
|
|
2024
Q3 | $2.72M | Sell |
120,246
-7,758
| -6% | -$169K | 3.54% | 8 |
|
|
2024
Q2 | $2.74M | Buy |
128,004
+696
| +0.5% | +$14.4K | 3.57% | 10 |
|
|
2024
Q1 | $2.63M | Sell |
127,308
-312
| -0.2% | -$6.14K | 3.54% | 8 |
|
|
2023
Q4 | $2.4M | Sell |
127,620
-2,178
| -2% | -$38.2K | 3.38% | 8 |
|
|
2023
Q3 | $2.19M | Sell |
129,798
-12
| -0% | -$211 | 3.8% | 8 |
|
|
2023
Q2 | $2.27M | Buy |
129,810
+7,434
| +6% | +$123K | 3.8% | 8 |
|
|
2023
Q1 | $1.97M | Sell |
122,376
-441
| -0.4% | -$6.94K | 3.45% | 8 |
|
|
2022
Q4 | $1.85M | Buy |
122,817
+642
| +0.5% | +$9.72K | 3.58% | 7 |
|
|
2022
Q3 | $1.73M | Buy |
122,175
+3
| +0% | +$47 | 3.63% | 8 |
|
|
2022
Q2 | $1.82M | Sell |
122,172
-1,419
| -1% | -$23K | 4.02% | 7 |
|
|
2022
Q1 | $2.22M | Buy |
123,591
+321
| +0.3% | +$5.68K | 4.34% | 6 |
|
|
2021
Q4 | $2.34M | Sell |
123,270
-330
| -0.3% | -$6.1K | 3.58% | 9 |
|
|
2021
Q3 | $2.14M | Buy |
123,600
+1,446
| +1% | +$25.8K | 3.47% | 9 |
|
|
2021
Q2 | $2.12M | Sell |
122,154
-486
| -0.4% | -$8.2K | 3.54% | 9 |
|
|
2021
Q1 | $1.06M | Sell |
122,640
-366
| -0.3% | -$5.73K | 1.92% | 12 |
|
|
2020
Q4 | $1.86M | Buy |
123,006
+4,536
| +4% | +$64.9K | 3.37% | 10 |
|
|
2020
Q3 | $1.59M | Buy |
118,470
+2,712
| +2% | +$36K | 3.23% | 10 |
|
|
2020
Q2 | $1.43M | Buy |
115,758
+9,204
| +9% | +$107K | 3.07% | 10 |
|
|
2020
Q1 | $1.09M | Buy |
106,554
+78
| +0.1% | +$947 | 2.65% | 12 |
|
|
2019
Q4 | $1.36M | Buy |
106,476
+7,236
| +7% | +$88.7K | 2.81% | 10 |
|
|
2019
Q3 | $1.17M | Hold |
99,240
| – | – | 2.51% | 12 |
|
|
2019
Q2 | $1.16M | Buy |
99,240
+10,794
| +12% | +$124K | 1.9% | 13 |
|
|
2019
Q1 | $997K | Buy |
88,446
+7,746
| +10% | +$83.9K | 1.56% | 14 |
|
|
2018
Q4 | $803K | Buy |
80,700
+558
| +0.7% | +$5.99K | 1.3% | 15 |
|
|
2018
Q3 | $929K | Buy |
80,142
+16,536
| +26% | +$188K | 1.34% | 15 |
|
|
2018
Q2 | $669K | Hold |
63,606
| – | – | 0.44% | 21 |
|
|
2018
Q1 | $669K | Sell |
63,606
-246
| -0.4% | -$2.68K | 0.44% | 21 |
|
|
2017
Q4 | $679K | Hold |
63,852
| – | – | 0.45% | 20 |
|
|
2017
Q3 | $639K | Buy |
63,852
+618
| +1% | +$6.07K | 0.43% | 21 |
|
|
2017
Q2 | $609K | Buy |
+63,234
| New | +$603K | 0.46% | 20 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Clear Investment Research's SCHX Position: Q1 2026 in Review
Clear Investment Research held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 112,662 shares worth $2.89M. The position accounts for 4.52% of the portfolio, ranked #4.
Clear Investment Research first reported a position in SCHX in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.03M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Clear Investment Research held 112,662 shares of Schwab US Large- Cap ETF worth $2.89M as of Q1 2026.
- Clear Investment Research left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
- Schwab US Large- Cap ETF made up 4.52% of Clear Investment Research's portfolio in Q1 2026, its #4 holding.
- Clear Investment Research first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Clear Investment Research's Schwab US Large- Cap ETF position peaked at $3.03M in Q4 2025.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.