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Courier Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Courier Capital’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
-9,600
Closed -$258K – 400
2025
Q4 		$258K Sell
9,600
-1,170
-11% -$31.2K 0.01% 346
2025
Q3 		$284K Buy
+10,770
New +$273K 0.02% 338
2025
Q1 		– Sell
-38,841
Closed -$900K – 383
2024
Q4 		$900K Buy
+38,841
New +$905K 0.06% 201

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

Courier Capital's SCHX Position: Q1 2026 in Review

Courier Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 9,600 shares — an estimated $258K sold.

Courier Capital first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $900K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Courier Capital reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Courier Capital sold 9,600 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $258K.
  • Courier Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
  • Courier Capital's Schwab US Large- Cap ETF position peaked at $900K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Courier Capital's 13F filing for Q1 2026, filed 20 Apr 2026.