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

Element Wealth’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 		$8.59M Buy
335,085
+1,286
+0.4% +$34.5K 3.55% 3
2025
Q4 		$8.98M Sell
333,799
-3,742
-1% -$99.9K 3.7% 3
2025
Q3 		$8.89M Sell
337,541
-1,884
-0.6% -$47.8K 3.86% 3
2025
Q2 		$8.3M Sell
339,425
-7,342
-2% -$166K 3.82% 4
2025
Q1 		$7.66M Sell
346,767
-7,694
-2% -$179K 4.11% 5
2024
Q4 		$8.22M Sell
354,461
-3,241
-0.9% -$75.5K 4.3% 5
2024
Q3 		$8.09M Sell
357,702
-13,608
-4% -$296K 4.28% 5
2024
Q2 		$7.95M Sell
371,310
-6,000
-2% -$124K 4.47% 5
2024
Q1 		$7.81M Sell
377,310
-1,821
-0.5% -$35.8K 4.57% 4
2023
Q4 		$7.13M Buy
379,131
+53,523
+16% +$940K 4.46% 4
2023
Q3 		$5.49M Sell
325,608
-1,668
-0.5% -$29.3K 3.96% 5
2023
Q2 		$5.71M Sell
327,276
-657
-0.2% -$10.8K 3.98% 5
2023
Q1 		$5.29M Sell
327,933
-10,212
-3% -$161K 3.94% 6
2022
Q4 		$5.09M Sell
338,145
-30,483
-8% -$461K 4.16% 6
2022
Q3 		$5.2M Sell
368,628
-5,619
-2% -$88.2K 4.8% 4
2022
Q2 		$5.57M Sell
374,247
-1,950
-0.5% -$31.6K 5.54% 3
2022
Q1 		$6.75M Sell
376,197
-12,153
-3% -$215K 5.44% 3
2021
Q4 		$7.37M Buy
388,350
+151,440
+64% +$2.8M 5.56% 2
2021
Q3 		$4.11M Buy
236,910
+318
+0.1% +$5.67K 3.28% 8
2021
Q2 		$4.1M Sell
236,592
-3,744
-2% -$63.2K 3.2% 10
2021
Q1 		$3.85M Buy
240,336
+5,112
+2% +$80.1K 3.2% 11
2020
Q4 		$3.57M Sell
235,224
-15,654
-6% -$224K 3.3% 7
2020
Q3 		$3.37M Sell
250,878
-25,932
-9% -$345K 3.6% 6
2020
Q2 		$3.42M Sell
276,810
-6,432
-2% -$75K 3.92% 5
2020
Q1 		$2.89M Sell
283,242
-510
-0.2% -$6.2K 4% 5
2019
Q4 		$3.63M Buy
+283,752
New +$3.48M 3.72% 7

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

Element Wealth's SCHX Position: Q1 2026 in Review

Element Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.39% in Q1 2026, buying an estimated $34.5K and bringing the position to 335,085 shares worth $8.59M. The position accounts for 3.55% of the portfolio, ranked #3.

Element Wealth first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.98M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Element Wealth held 335,085 shares of Schwab US Large- Cap ETF worth $8.59M as of Q1 2026.
  • Element Wealth bought 1,286 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $34.5K.
  • Schwab US Large- Cap ETF made up 3.55% of Element Wealth's portfolio in Q1 2026, its #3 holding.
  • Element Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Schwab US Large- Cap ETF position peaked at $8.98M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.