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Coastline Complete Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Coastline Complete Wealth’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 		$2.28M Buy
89,000
+265
+0.3% +$7.11K 1.41% 20
2025
Q4 		$2.39M Buy
+88,735
New +$2.37M 1.5% 19

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Coastline Complete Wealth's SCHX Position: Q1 2026 in Review

Coastline Complete Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q1 2026, buying an estimated $7.11K and bringing the position to 89,000 shares worth $2.28M. The position accounts for 1.41% of the portfolio, ranked #20.

Coastline Complete Wealth first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.39M in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Coastline Complete Wealth held 89,000 shares of Schwab US Large- Cap ETF worth $2.28M as of Q1 2026.
  • Coastline Complete Wealth bought 265 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.11K.
  • Schwab US Large- Cap ETF made up 1.41% of Coastline Complete Wealth's portfolio in Q1 2026, its #20 holding.
  • Coastline Complete Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Schwab US Large- Cap ETF position peaked at $2.39M in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.