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

Dana Investment 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 		$809K Buy
31,558
+2
+0% +$54 0.02% 429
2025
Q4 		$849K Buy
31,556
+23
+0.1% +$614 0.02% 408
2025
Q3 		$831K Buy
31,533
+2,330
+8% +$59.2K 0.02% 414
2025
Q2 		$714K Buy
29,203
+979
+3% +$22.1K 0.02% 419
2025
Q1 		$623K Buy
28,224
+3,274
+13% +$76.2K 0.02% 422
2024
Q4 		$578K Buy
24,950
+5,291
+27% +$123K 0.02% 445
2024
Q3 		$445K Buy
19,659
+1,821
+10% +$39.7K 0.01% 461
2024
Q2 		$382K Buy
17,838
+1,539
+9% +$31.8K 0.01% 461
2024
Q1 		$337K Buy
16,299
+153
+0.9% +$3.01K 0.01% 475
2023
Q4 		$304K Buy
16,146
+672
+4% +$11.8K 0.01% 378
2023
Q3 		$261K Hold
15,474
– – 0.01% 378
2023
Q2 		$270K Buy
+15,474
New +$255K 0.01% 372
2022
Q3 		– Sell
-15,486
Closed -$231K – 424
2022
Q2 		$231K Buy
15,486
+4,164
+37% +$67.5K 0.01% 390
2022
Q1 		$203K Sell
11,322
-450
-4% -$7.97K 0.01% 335
2021
Q4 		$223K Buy
+11,772
New +$217K 0.01% 316

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

Dana Investment Advisors's SCHX Position: Q1 2026 in Review

Dana Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q1 2026, buying an estimated $54 and bringing the position to 31,558 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #429.

Dana Investment Advisors first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. The position peaked at $849K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Dana Investment Advisors held 31,558 shares of Schwab US Large- Cap ETF worth $809K as of Q1 2026.
  • Dana Investment Advisors bought 2 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $54.
  • Schwab US Large- Cap ETF made up 0.02% of Dana Investment Advisors's portfolio in Q1 2026, its #429 holding.
  • Dana Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Dana Investment Advisors's Schwab US Large- Cap ETF position peaked at $849K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.