Delap Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Delap Wealth Advisory’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	$688K	Sell	26,842 -820	-3%	-$22K	0.26%	44
2025 Q4	$744K	Buy	27,662 +18,362	+197%	+$490K	0.29%	40
2025 Q3	$246K	Hold	9,300	–	–	0.1%	79
2025 Q2	$227K	Buy	+9,300	New	+$210K	0.11%	73
2024 Q3	–	Sell	-32,334	Closed	-$692K	–	107
2024 Q2	$692K	Buy	+32,334	New	+$668K	0.32%	37

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

Delap Wealth Advisory's SCHX Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2026, selling an estimated $22K and leaving 26,842 shares worth $688K. The position accounts for 0.26% of the portfolio, ranked #44.

Delap Wealth Advisory first reported a position in SCHX in Q2 2024 and has held it in 5 quarters since. The position peaked at $744K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Delap Wealth Advisory held 26,842 shares of Schwab US Large- Cap ETF worth $688K as of Q1 2026.
Delap Wealth Advisory sold 820 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $22K.
Schwab US Large- Cap ETF made up 0.26% of Delap Wealth Advisory's portfolio in Q1 2026, its #44 holding.
Delap Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 5 quarters since.
Delap Wealth Advisory's Schwab US Large- Cap ETF position peaked at $744K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.