Crestmont Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crestmont Private 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	$529K	Buy	20,649 +51	+0.2%	+$1.37K	0.17%	55
2025 Q4	$554K	Sell	20,598 -131	-0.6%	-$3.5K	0.18%	47
2025 Q3	$546K	Buy	20,729 +892	+4%	+$22.7K	0.18%	48
2025 Q2	$485K	Buy	19,837 +1,301	+7%	+$29.4K	0.18%	47
2025 Q1	$409K	Buy	18,536 +1,103	+6%	+$25.7K	0.18%	43
2024 Q4	$404K	Buy	+17,433	New	+$406K	0.18%	42

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 $1.81B AUM 22.3% 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

Crestmont Private Wealth's SCHX Position: Q1 2026 in Review

Crestmont Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q1 2026, buying an estimated $1.37K and bringing the position to 20,649 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #55.

Crestmont Private Wealth first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Crestmont Private Wealth held 20,649 shares of Schwab US Large- Cap ETF worth $529K as of Q1 2026.
Crestmont Private Wealth bought 51 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.37K.
Schwab US Large- Cap ETF made up 0.17% of Crestmont Private Wealth's portfolio in Q1 2026, its #55 holding.
Crestmont Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Crestmont Private Wealth's Schwab US Large- Cap ETF position peaked at $554K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.