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

Continuum 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 		$748K Sell
29,157
-246
-0.8% -$6.6K 0.07% 226
2025
Q4 		$791K Sell
29,403
-1,520
-5% -$40.6K 0.08% 215
2025
Q3 		$815K Sell
30,923
-4,635
-13% -$118K 0.09% 201
2025
Q2 		$869K Buy
35,558
+5,028
+16% +$114K 0.1% 186
2025
Q1 		$674K Sell
30,530
-9,221
-23% -$215K 0.09% 201
2024
Q4 		$921K Sell
39,751
-72,656
-65% -$1.69M 0.12% 160
2024
Q3 		$881K Buy
112,407
+72,729
+183% +$1.58M 0.11% 169
2024
Q2 		$850K Buy
39,678
+2,871
+8% +$59.3K 0.12% 166
2024
Q1 		$757K Buy
36,807
+1,893
+5% +$37.3K 0.11% 182
2023
Q4 		$656K Sell
34,914
-2,772
-7% -$48.7K 0.09% 240
2023
Q3 		$636K Sell
37,686
-3,084
-8% -$54.1K 0.1% 239
2023
Q2 		$712K Sell
40,770
-2,391
-6% -$39.5K 0.11% 218
2023
Q1 		$696K Sell
43,161
-1,044
-2% -$16.4K 0.12% 207
2022
Q4 		$665K Sell
44,205
-729
-2% -$11K 0.12% 210
2022
Q3 		$634K Sell
44,934
-1,869
-4% -$29.3K 0.11% 195
2022
Q2 		$697K Buy
46,803
+393
+0.8% +$6.37K 0.13% 201
2022
Q1 		$758K Buy
46,410
+13,596
+41% +$241K 0.14% 177
2021
Q4 		$622K Sell
32,814
-1,008
-3% -$18.6K 0.14% 156
2021
Q3 		$586K Sell
33,822
-438
-1% -$7.81K 0.16% 141
2021
Q2 		$594K Buy
+34,260
New +$578K 0.18% 123
2020
Q2 		– Sell
-27,894
Closed -$272K – 162
2020
Q1 		$272K Buy
27,894
+2,610
+10% +$31.7K 0.18% 105
2019
Q4 		$324K Sell
25,284
-1,224
-5% -$15K 0.19% 102
2019
Q3 		$309K Buy
26,508
+942
+4% +$11.1K 0.21% 96
2019
Q2 		$301K Buy
+25,566
New +$294K 0.21% 92

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

Continuum Advisory's SCHX Position: Q1 2026 in Review

Continuum Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.84% in Q1 2026, selling an estimated $6.6K and leaving 29,157 shares worth $748K. The position accounts for 0.07% of the portfolio, ranked #226.

Continuum Advisory first reported a position in SCHX in Q2 2019 and has held it in 24 quarters since. The position peaked at $921K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Continuum Advisory held 29,157 shares of Schwab US Large- Cap ETF worth $748K as of Q1 2026.
  • Continuum Advisory sold 246 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $6.6K.
  • Schwab US Large- Cap ETF made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #226 holding.
  • Continuum Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • Continuum Advisory's Schwab US Large- Cap ETF position peaked at $921K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.