CWC Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

CWC Advisors’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	$1.38M	Sell	53,678 -6,946	-11%	-$186K	0.66%	41
2025 Q4	$1.63M	Sell	60,624 -222	-0.4%	-$5.93K	0.79%	35
2025 Q3	$1.6M	Hold	60,846	–	–	0.78%	34
2025 Q2	$1.49M	Sell	60,846 -348	-0.6%	-$7.87K	0.77%	34
2025 Q1	$1.35M	Sell	61,194 -182	-0.3%	-$4.24K	0.77%	35
2024 Q4	$1.42M	Buy	61,376 +254	+0.4%	+$5.92K	1.42%	18
2024 Q3	$1.38M	Buy	+61,122	New	+$1.33M	1.37%	18

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

CWC Advisors's SCHX Position: Q1 2026 in Review

CWC Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q1 2026, selling an estimated $186K and leaving 53,678 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #41.

CWC Advisors first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

CWC Advisors held 53,678 shares of Schwab US Large- Cap ETF worth $1.38M as of Q1 2026.
CWC Advisors sold 6,946 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $186K.
Schwab US Large- Cap ETF made up 0.66% of CWC Advisors's portfolio in Q1 2026, its #41 holding.
CWC Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
CWC Advisors's Schwab US Large- Cap ETF position peaked at $1.63M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.