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

Curtis Advisory Group’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	$297K	Sell	11,586 -2,230	-16%	-$59.8K	0.06%	109
2025 Q4	$372K	Sell	13,816 -24	-0.2%	-$641	0.08%	98
2025 Q3	$365K	Sell	13,840 -709	-5%	-$18K	0.08%	88
2025 Q2	$356K	Buy	14,549 +737	+5%	+$16.7K	0.09%	89
2025 Q1	$305K	Buy	13,812 +18	+0.1%	+$419	0.09%	87
2024 Q4	$320K	Hold	13,794	–	–	0.08%	81
2024 Q3	$312K	Buy	13,794 +3	+0%	+$65	0.09%	81
2024 Q2	$295K	Buy	13,791 +15	+0.1%	+$310	0.1%	78
2024 Q1	$285K	Hold	13,776	–	–	0.11%	78
2023 Q4	$259K	Hold	13,776	–	–	0.12%	78
2023 Q3	$232K	Hold	13,776	–	–	0.08%	76
2023 Q2	$240K	Hold	13,776	–	–	0.08%	78
2023 Q1	$222K	Buy	13,776 +42	+0.3%	+$661	0.08%	83
2022 Q4	$207K	Buy	+13,734	New	+$208K	0.08%	85
2022 Q3	–	Sell	-13,734	Closed	-$204K	–	90
2022 Q2	$204K	Buy	+13,734	New	+$223K	0.08%	87

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

Curtis Advisory Group's SCHX Position: Q1 2026 in Review

Curtis Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q1 2026, selling an estimated $59.8K and leaving 11,586 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #109.

Curtis Advisory Group first reported a position in SCHX in Q2 2022 and has held it in 15 quarters since. The position peaked at $372K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Curtis Advisory Group held 11,586 shares of Schwab US Large- Cap ETF worth $297K as of Q1 2026.
Curtis Advisory Group sold 2,230 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $59.8K.
Schwab US Large- Cap ETF made up 0.06% of Curtis Advisory Group's portfolio in Q1 2026, its #109 holding.
Curtis Advisory Group first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 15 quarters since.
Curtis Advisory Group's Schwab US Large- Cap ETF position peaked at $372K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.