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Dravo Bay’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dravo Bay’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 		$695K Sell
27,094
-12,468
-32% -$334K 0.28% 30
2025
Q4 		$1.06M Sell
39,562
-5,039
-11% -$135K 0.44% 24
2025
Q3 		$1.17M Buy
44,601
+7,648
+21% +$194K 0.52% 24
2025
Q2 		$1.19M Sell
36,953
-13,124
-26% -$297K 0.57% 24
2025
Q1 		$1.1M Sell
50,077
-7,349
-13% -$171K 0.58% 24
2024
Q4 		$1.33M Buy
57,426
+4,212
+8% +$98.2K 0.65% 25
2024
Q3 		$1.2M Sell
53,214
-1,419,699
-96% -$30.9M 0.62% 23
2024
Q2 		$31.5M Buy
1,472,913
+103,944
+8% +$2.15M 17.52% 1
2024
Q1 		$28.3M Sell
1,368,969
-100,026
-7% -$1.97M 16.85% 2
2023
Q4 		$27.6M Sell
1,468,995
-58,149
-4% -$1.02M 18.52% 1
2023
Q3 		$25.8M Buy
1,527,144
+51,870
+4% +$910K 18.74% 1
2023
Q2 		$25.8M Buy
1,475,274
+5,265
+0.4% +$86.9K 18.93% 1
2023
Q1 		$23.7M Buy
1,470,009
+33,225
+2% +$523K 17.81% 1
2022
Q4 		$21.6M Buy
1,436,784
+43,302
+3% +$655K 17.66% 1
2022
Q3 		$19.7M Buy
1,393,482
+12,108
+0.9% +$190K 17.86% 1
2022
Q2 		$21.6M Buy
1,381,374
+79,878
+6% +$1.29M 18.41% 1
2022
Q1 		$23.4M Sell
1,301,496
-9,234
-0.7% -$163K 18.63% 1
2021
Q4 		$22.6M Buy
+1,310,730
New +$24.2M 19.44% 1

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

Dravo Bay's SCHX Position: Q1 2026 in Review

Dravo Bay reduced its Schwab US Large- Cap ETF (SCHX) stake by 32% in Q1 2026, selling an estimated $334K and leaving 27,094 shares worth $695K. The position accounts for 0.28% of the portfolio, ranked #30.

Dravo Bay first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.5M in Q2 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Dravo Bay held 27,094 shares of Schwab US Large- Cap ETF worth $695K as of Q1 2026.
  • Dravo Bay sold 12,468 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $334K.
  • Schwab US Large- Cap ETF made up 0.28% of Dravo Bay's portfolio in Q1 2026, its #30 holding.
  • Dravo Bay first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Dravo Bay's Schwab US Large- Cap ETF position peaked at $31.5M in Q2 2024.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Dravo Bay's 13F filing for Q1 2026, filed 7 May 2026.