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Droms Strauss Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Droms Strauss 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 		$6.95M Buy
270,923
+1,723
+0.6% +$46.2K 1.82% 12
2025
Q4 		$7.24M Sell
269,200
-9,118
-3% -$244K 1.91% 11
2025
Q3 		$7.33M Sell
278,318
-15,005
-5% -$381K 2.13% 8
2025
Q2 		$7.17M Buy
293,323
+39,583
+16% +$895K 2.2% 8
2025
Q1 		$5.6M Sell
253,740
-1,370
-0.5% -$31.9K 1.92% 8
2024
Q4 		$5.91M Sell
255,110
-5,008
-2% -$117K 1.93% 10
2024
Q3 		$5.88M Sell
260,118
-3,042
-1% -$66.3K 2.08% 7
2024
Q2 		$5.64M Sell
263,160
-561
-0.2% -$11.6K 2.04% 7
2024
Q1 		$5.46M Buy
263,721
+12,759
+5% +$251K 2% 7
2023
Q4 		$4.72M Buy
250,962
+414
+0.2% +$7.27K 1.83% 8
2023
Q3 		$4.23M Sell
250,548
-3,999
-2% -$70.2K 1.82% 10
2023
Q2 		$4.44M Buy
254,547
+10,827
+4% +$179K 1.85% 10
2023
Q1 		$3.93M Sell
243,720
-13,485
-5% -$212K 1.77% 9
2022
Q4 		$3.87M Buy
257,205
+7,644
+3% +$116K 1.78% 9
2022
Q3 		$3.52M Sell
249,561
-14,448
-5% -$227K 1.75% 10
2022
Q2 		$3.92M Buy
264,009
+1,674
+0.6% +$27.1K 1.97% 10
2022
Q1 		$4.79M Buy
262,335
+2,619
+1% +$46.4K 2.4% 7
2021
Q4 		$4.93M Sell
259,716
-5,940
-2% -$110K 2.19% 8
2021
Q3 		$4.6M Buy
265,656
+1,134
+0.4% +$20.2K 2.21% 8
2021
Q2 		$4.58M Sell
264,522
-58,104
-18% -$980K 2.16% 8
2021
Q1 		$5.16M Sell
322,626
-6,516
-2% -$102K 2.54% 9
2020
Q4 		$4.99M Sell
329,142
-420
-0.1% -$6.01K 2.89% 8
2020
Q3 		$4.42M Buy
329,562
+16,584
+5% +$220K 2.61% 8
2020
Q2 		$3.87M Buy
312,978
+121,866
+64% +$1.42M 2.66% 8
2020
Q1 		$1.95M Buy
191,112
+59,694
+45% +$725K 1.62% 13
2019
Q4 		$1.68M Buy
131,418
+1,488
+1% +$18.2K 1.25% 12
2019
Q3 		$1.54M Sell
129,930
-1,026
-0.8% -$12.1K 1.24% 14
2019
Q2 		$1.53M Buy
130,956
+1,362
+1% +$15.6K 1.14% 14
2019
Q1 		$1.46M Sell
129,594
-3,786
-3% -$41K 1.13% 16
2018
Q4 		$1.33M Buy
+133,380
New +$1.43M 1.23% 16

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

Droms Strauss Advisors's SCHX Position: Q1 2026 in Review

Droms Strauss Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.64% in Q1 2026, buying an estimated $46.2K and bringing the position to 270,923 shares worth $6.95M. The position accounts for 1.82% of the portfolio, ranked #12.

Droms Strauss Advisors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.33M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Droms Strauss Advisors held 270,923 shares of Schwab US Large- Cap ETF worth $6.95M as of Q1 2026.
  • Droms Strauss Advisors bought 1,723 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $46.2K.
  • Schwab US Large- Cap ETF made up 1.82% of Droms Strauss Advisors's portfolio in Q1 2026, its #12 holding.
  • Droms Strauss Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Droms Strauss Advisors's Schwab US Large- Cap ETF position peaked at $7.33M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.