CA
SCHX icon

Clune & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clune & Associates’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 		– Sell
-7,724
Closed -$208K – 175
2025
Q4 		$208K Sell
7,724
-36
-0.5% -$961 0.04% 161
2025
Q3 		$204K Buy
+7,760
New +$197K 0.05% 157

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 $1.81B AUM 22.3% 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

Clune & Associates's SCHX Position: Q1 2026 in Review

Clune & Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 7,724 shares — an estimated $208K sold.

Clune & Associates first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Clune & Associates reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 7,724 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $208K.
  • Clune & Associates first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
  • Clune & Associates's Schwab US Large- Cap ETF position peaked at $208K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.