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

Cynosure 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	$7.29M	Buy	282,868 +11,789	+4%	+$316K	0.91%	24
2025 Q4	$7.29M	Sell	271,079 -1,889	-0.7%	-$50.4K	0.74%	23
2025 Q3	$7.19M	Buy	272,968 +85,919	+46%	+$2.18M	0.78%	25
2025 Q2	$4.57M	Buy	187,049 +541	+0.3%	+$12.2K	0.52%	26
2025 Q1	$4.12M	Buy	186,508 +562	+0.3%	+$13.1K	0.57%	25
2024 Q4	$4.31M	Buy	185,946 +600	+0.3%	+$14K	0.64%	25
2024 Q3	$4.19M	Buy	185,346 +96	+0.1%	+$2.09K	0.61%	29
2024 Q2	$3.97M	Hold	185,250	–	–	0.64%	27
2024 Q1	$3.83M	Buy	185,250 +48	+0%	+$945	0.69%	21
2023 Q4	$3.48M	Buy	185,202 +63	+0%	+$1.11K	0.63%	38
2023 Q3	$3.12M	Sell	185,139 -33,942	-15%	-$595K	0.96%	33
2023 Q2	$3.82M	Buy	+219,081	New	+$3.62M	1.15%	23

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

Cynosure Group's SCHX Position: Q1 2026 in Review

Cynosure Group increased its Schwab US Large- Cap ETF (SCHX) stake by 4.3% in Q1 2026, buying an estimated $316K and bringing the position to 282,868 shares worth $7.29M. The position accounts for 0.91% of the portfolio, ranked #24.

Cynosure Group first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.29M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cynosure Group held 282,868 shares of Schwab US Large- Cap ETF worth $7.29M as of Q1 2026.
Cynosure Group bought 11,789 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $316K.
Schwab US Large- Cap ETF made up 0.91% of Cynosure Group's portfolio in Q1 2026, its #24 holding.
Cynosure Group first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's Schwab US Large- Cap ETF position peaked at $7.29M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.