Costello Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Costello Asset Management’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	$336K	Buy	13,108 +326	+3%	+$8.74K	0.12%	81
2025 Q4	$344K	Sell	12,782 -257	-2%	-$6.86K	0.11%	82
2025 Q3	$343K	Buy	13,039 +23	+0.2%	+$584	0.12%	86
2025 Q2	$318K	Buy	13,016 +208	+2%	+$4.7K	0.12%	85
2025 Q1	$283K	Buy	+12,808	New	+$298K	0.11%	85

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Costello Asset Management's SCHX Position: Q1 2026 in Review

Costello Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q1 2026, buying an estimated $8.74K and bringing the position to 13,108 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #81.

Costello Asset Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $344K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Costello Asset Management held 13,108 shares of Schwab US Large- Cap ETF worth $336K as of Q1 2026.
Costello Asset Management bought 326 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $8.74K.
Schwab US Large- Cap ETF made up 0.12% of Costello Asset Management's portfolio in Q1 2026, its #81 holding.
Costello Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Costello Asset Management's Schwab US Large- Cap ETF position peaked at $344K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.