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

Clearstead Advisors’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 		$4.26M Buy
166,019
+58,314
+54% +$1.56M 0.04% 254
2025
Q4 		$2.9M Sell
107,705
-1,294
-1% -$34.6K 0.04% 273
2025
Q3 		$2.87M Sell
108,999
-2,620
-2% -$66.5K 0.04% 264
2025
Q2 		$2.73M Buy
111,619
+1,737
+2% +$39.3K 0.04% 270
2025
Q1 		$2.43M Buy
109,882
+2,253
+2% +$52.4K 0.04% 269
2024
Q4 		$2.49M Buy
107,629
+841
+0.8% +$19.6K 0.04% 261
2024
Q3 		$2.42M Sell
106,788
-4,542
-4% -$99K 0.04% 272
2024
Q2 		$2.38M Buy
111,330
+61,863
+125% +$1.28M 0.04% 254
2024
Q1 		$1.02M Sell
49,467
-11,052
-18% -$218K 0.05% 226
2023
Q4 		$1.14M Sell
60,519
-2,373
-4% -$41.7K 0.06% 209
2023
Q3 		$1.06M Buy
62,892
+38,007
+153% +$667K 0.03% 298
2023
Q2 		$434K Buy
24,885
+429
+2% +$7.08K 0.03% 306
2023
Q1 		$394K Sell
24,456
-1,494
-6% -$23.5K 0.03% 295
2022
Q4 		$391K Sell
25,950
-5,253
-17% -$79.5K 0.03% 285
2022
Q3 		$440K Sell
31,203
-12,294
-28% -$193K 0.04% 243
2022
Q2 		$648K Buy
43,497
+2,877
+7% +$46.6K 0.05% 218
2022
Q1 		$729K Sell
40,620
-14,208
-26% -$252K 0.05% 221
2021
Q4 		$1.04M Buy
54,828
+14,178
+35% +$262K 0.07% 178
2021
Q3 		$705K Buy
40,650
+10,104
+33% +$180K 0.05% 207
2021
Q2 		$529K Sell
30,546
-18
-0.1% -$304 0.04% 220
2021
Q1 		$489K Sell
30,564
-426
-1% -$6.67K 0.04% 216
2020
Q4 		$470K Buy
30,990
+1,800
+6% +$25.8K 0.04% 210
2020
Q3 		$392K Buy
29,190
+7,506
+35% +$99.7K 0.04% 211
2020
Q2 		$268K Buy
21,684
+396
+2% +$4.62K 0.03% 232
2020
Q1 		$217K Hold
21,288
– – 0.03% 227
2019
Q4 		$273K Hold
21,288
– – 0.03% 236
2019
Q3 		$252K Hold
21,288
– – 0.03% 229
2019
Q2 		$249K Buy
+21,288
New +$245K 0.03% 239
2019
Q1 		– Sell
-165,564
Closed -$1.65M – 263
2018
Q4 		$1.65M Sell
165,564
-21,810
-12% -$234K 0.26% 76
2018
Q3 		$2.17M Buy
187,374
+17,784
+10% +$202K 0.3% 63
2018
Q2 		$1.84M Buy
+169,590
New +$1.83M 0.26% 66

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

Clearstead Advisors's SCHX Position: Q1 2026 in Review

Clearstead Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 54% in Q1 2026, buying an estimated $1.56M and bringing the position to 166,019 shares worth $4.26M. The position accounts for 0.04% of the portfolio, ranked #254.

Clearstead Advisors first reported a position in SCHX in Q2 2018 and has held it in 31 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Clearstead Advisors held 166,019 shares of Schwab US Large- Cap ETF worth $4.26M as of Q1 2026.
  • Clearstead Advisors bought 58,314 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.56M.
  • Schwab US Large- Cap ETF made up 0.04% of Clearstead Advisors's portfolio in Q1 2026, its #254 holding.
  • Clearstead Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.