Edgestream Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Edgestream Partners’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	$788K	Sell	30,737 -19,110	-38%	-$513K	0.03%	672
2025 Q4	$1.34M	Buy	+49,847	New	+$1.33M	0.04%	631
2025 Q3	–	Sell	-26,688	Closed	-$652K	–	1037
2025 Q2	$652K	Buy	+26,688	New	+$603K	0.02%	702
2024 Q3	–	Sell	-18,162	Closed	-$389K	–	1048
2024 Q2	$389K	Sell	18,162 -3,516	-16%	-$72.7K	0.02%	704
2024 Q1	$448K	Buy	21,678 +10,782	+99%	+$212K	0.02%	662
2023 Q4	$205K	Sell	10,896 -9,744	-47%	-$171K	0.01%	786
2023 Q3	$348K	Buy	20,640 +7,341	+55%	+$129K	0.03%	678
2023 Q2	$232K	Buy	+13,299	New	+$220K	0.02%	667

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 $1.54B AUM 16.9% 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

Edgestream Partners's SCHX Position: Q1 2026 in Review

Edgestream Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 38% in Q1 2026, selling an estimated $513K and leaving 30,737 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #672.

Edgestream Partners first reported a position in SCHX in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Edgestream Partners held 30,737 shares of Schwab US Large- Cap ETF worth $788K as of Q1 2026.
Edgestream Partners sold 19,110 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $513K.
Schwab US Large- Cap ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #672 holding.
Edgestream Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's Schwab US Large- Cap ETF position peaked at $1.34M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.