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Consilium Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Consilium Wealth Advisory’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 		$8.59M Sell
335,208
-18,908
-5% -$507K 2.93% 8
2025
Q4 		$9.53M Sell
354,116
-2,980
-0.8% -$79.6K 3.52% 8
2025
Q3 		$9.41M Sell
357,096
-2,882
-0.8% -$73.2K 3.63% 8
2025
Q2 		$8.8M Buy
359,978
+14,322
+4% +$324K 3.71% 8
2025
Q1 		$7.63M Sell
345,656
-2,564
-0.7% -$59.7K 3.83% 6
2024
Q4 		$8.07M Sell
348,220
-2,582
-0.7% -$60.2K 3.85% 6
2024
Q3 		$7.93M Buy
350,802
+1,254
+0.4% +$27.3K 4.33% 6
2024
Q2 		$7.49M Sell
349,548
-8,970
-3% -$185K 4.09% 6
2024
Q1 		$7.42M Buy
358,518
+4,956
+1% +$97.6K 4.17% 6
2023
Q4 		$6.65M Buy
353,562
+14,988
+4% +$263K 4% 6
2023
Q3 		$5.71M Sell
338,574
-40,794
-11% -$716K 4% 6
2023
Q2 		$6.62M Sell
379,368
-24,315
-6% -$401K 4.59% 5
2023
Q1 		$6.51M Sell
403,683
-306,405
-43% -$4.82M 5.55% 6
2022
Q4 		$10.7M Buy
710,088
+354,870
+100% +$5.37M 9.11% 1
2022
Q3 		$5.01M Buy
355,218
+63,648
+22% +$999K 5.59% 4
2022
Q2 		$4.34M Sell
291,570
-205,641
-41% -$3.33M 4.67% 4
2022
Q1 		$8.93M Sell
497,211
-198,453
-29% -$3.51M 6.39% 4
2021
Q4 		$13.2M Buy
+695,664
New +$12.9M 8.55% 2

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

Consilium Wealth Advisory's SCHX Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q1 2026, selling an estimated $507K and leaving 335,208 shares worth $8.59M. The position accounts for 2.93% of the portfolio, ranked #8.

Consilium Wealth Advisory first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.2M in Q4 2021. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Consilium Wealth Advisory held 335,208 shares of Schwab US Large- Cap ETF worth $8.59M as of Q1 2026.
  • Consilium Wealth Advisory sold 18,908 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $507K.
  • Schwab US Large- Cap ETF made up 2.93% of Consilium Wealth Advisory's portfolio in Q1 2026, its #8 holding.
  • Consilium Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's Schwab US Large- Cap ETF position peaked at $13.2M in Q4 2021.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.