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Destination Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Destination Wealth Management’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 		$26.8M Sell
1,043,918
-372,712
-26% -$10M 0.7% 46
2025
Q4 		$38.1M Buy
1,416,630
+462,254
+48% +$12.3M 1% 34
2025
Q3 		$25.1M Sell
954,376
-27,652
-3% -$702K 0.69% 52
2025
Q2 		$24M Sell
982,028
-152,387
-13% -$3.45M 0.7% 52
2025
Q1 		$25M Sell
1,134,415
-363,428
-24% -$8.46M 0.79% 46
2024
Q4 		$34.7M Buy
1,497,843
+98,943
+7% +$2.31M 1.09% 28
2024
Q3 		$31.6M Sell
1,398,900
-40,713
-3% -$887K 0.98% 32
2024
Q2 		$30.8M Sell
1,439,613
-163,488
-10% -$3.38M 1.02% 34
2024
Q1 		$33.2M Sell
1,603,101
-1,144,329
-42% -$22.5M 1.1% 31
2023
Q4 		$51.7M Buy
2,747,430
+1,562,562
+132% +$27.4M 1.79% 18
2023
Q3 		$20M Sell
1,184,868
-38,910
-3% -$683K 0.78% 48
2023
Q2 		$21.4M Sell
1,223,778
-92,901
-7% -$1.53M 0.8% 44
2023
Q1 		$21.2M Sell
1,316,679
-1,047,000
-44% -$16.5M 0.8% 45
2022
Q4 		$35.6M Buy
2,363,679
+1,400,697
+145% +$21.2M 1.42% 24
2022
Q3 		$13.6M Sell
962,982
-716,313
-43% -$11.2M 0.57% 59
2022
Q2 		$25M Buy
1,679,295
+980,880
+140% +$15.9M 1.01% 33
2022
Q1 		$12.5M Sell
698,415
-423,537
-38% -$7.5M 0.46% 64
2021
Q4 		$21.3M Buy
1,121,952
+377,784
+51% +$6.98M 0.75% 46
2021
Q3 		$12.9M Sell
744,168
-4,614
-0.6% -$82.3K 0.5% 63
2021
Q2 		$13M Sell
748,782
-46,968
-6% -$792K 0.5% 64
2021
Q1 		$12.7M Sell
795,750
-423,354
-35% -$6.63M 0.53% 62
2020
Q4 		$18.5M Buy
1,219,104
+756,966
+164% +$10.8M 0.8% 44
2020
Q3 		$6.21M Sell
462,138
-13,620
-3% -$181K 0.31% 64
2020
Q2 		$5.88M Sell
475,758
-107,916
-18% -$1.26M 0.32% 63
2020
Q1 		$5.96M Sell
583,674
-366,186
-39% -$4.45M 0.37% 58
2019
Q4 		$12.2M Buy
949,860
+347,694
+58% +$4.26M 0.62% 50
2019
Q3 		$7.12M Buy
602,166
+2,520
+0.4% +$29.7K 0.39% 56
2019
Q2 		$7.01M Sell
599,646
-40,086
-6% -$460K 0.39% 56
2019
Q1 		$7.21M Sell
639,732
-846,456
-57% -$9.17M 0.41% 56
2018
Q4 		$14.8M Buy
1,486,188
+955,668
+180% +$10.3M 0.89% 37
2018
Q3 		$6.15M Buy
530,520
+1,206
+0.2% +$13.7K 0.34% 57
2018
Q2 		$5.73M Buy
529,314
+505,500
+2,123% +$5.45M 0.34% 55
2018
Q1 		$540K Sell
23,814
-913,434
-97% -$9.93M 0.03% 112
2017
Q4 		$9.96M Buy
937,248
+451,980
+93% +$4.68M 0.61% 46
2017
Q3 		$4.86M Sell
485,268
-127,986
-21% -$1.26M 0.31% 60
2017
Q2 		$5.91M Sell
613,254
-13,038
-2% -$124K 0.39% 55
2017
Q1 		$5.87M Sell
626,292
-473,766
-43% -$4.38M 0.4% 50
2016
Q4 		$9.77M Buy
1,100,058
+592,590
+117% +$5.15M 0.72% 38
2016
Q3 		$4.37M Sell
507,468
-42,924
-8% -$368K 0.34% 51
2016
Q2 		$4.57M Sell
550,392
-1,225,512
-69% -$10.1M 0.38% 44
2016
Q1 		$14.4M Hold
1,775,904
– – 1.38% 29
2015
Q4 		$14.4M Buy
1,775,904
+1,237,974
+230% +$10.1M 1.38% 29
2015
Q3 		$4.1M Sell
537,930
-74,946
-12% -$606K 0.46% 50
2015
Q2 		$5.04M Buy
612,876
+48,264
+9% +$405K 0.33% 64
2015
Q1 		$4.67M Sell
564,612
-1,829,370
-76% -$15.1M 0.51% 41
2014
Q4 		$19.6M Buy
2,393,982
+2,202,228
+1,148% +$17.6M 1.98% 16
2014
Q3 		$1.5M Sell
191,754
-428,916
-69% -$3.38M 0.16% 59
2014
Q2 		$4.84M Buy
620,670
+63,738
+11% +$483K 0.5% 47
2014
Q1 		$4.15M Sell
556,932
-249,942
-31% -$1.83M 0.44% 47
2013
Q4 		$5.93M Buy
806,874
+706,836
+707% +$4.98M 0.62% 45
2013
Q3 		$670K Buy
+100,038
New +$667K 0.08% 68

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 $1.54B AUM 16.9% 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

Destination Wealth Management's SCHX Position: Q1 2026 in Review

Destination Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q1 2026, selling an estimated $10M and leaving 1,043,918 shares worth $26.8M. The position accounts for 0.7% of the portfolio, ranked #46.

Destination Wealth Management first reported a position in SCHX in Q3 2013 and has held it in 51 quarters since. The position peaked at $51.7M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Destination Wealth Management held 1,043,918 shares of Schwab US Large- Cap ETF worth $26.8M as of Q1 2026.
  • Destination Wealth Management sold 372,712 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $10M.
  • Schwab US Large- Cap ETF made up 0.7% of Destination Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Destination Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • Destination Wealth Management's Schwab US Large- Cap ETF position peaked at $51.7M in Q4 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.