Eley Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Eley Financial 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	$269K	Hold	10,497	–	–	0.1%	66
2025 Q4	$282K	Hold	10,497	–	–	0.1%	64
2025 Q3	$276K	Hold	10,497	–	–	0.1%	66
2025 Q2	$257K	Hold	10,497	–	–	0.1%	66
2025 Q1	$233K	Hold	10,497	–	–	0.09%	66
2024 Q4	$243K	Hold	10,497	–	–	0.09%	68
2024 Q3	$237K	Hold	10,497	–	–	0.1%	67
2024 Q2	$225K	Hold	10,497	–	–	0.1%	67
2024 Q1	$217K	Sell	10,497 -5,091	-33%	-$100K	0.09%	65
2023 Q4	$293K	Hold	15,588	–	–	0.14%	66
2023 Q3	$264K	Hold	15,588	–	–	0.13%	66
2023 Q2	$272K	Hold	15,588	–	–	0.13%	67
2023 Q1	$251K	Hold	15,588	–	–	0.13%	67
2022 Q4	$235K	Buy	+15,588	New	+$236K	0.13%	67

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 $1.81B AUM 22.3% 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

Eley Financial Management's SCHX Position: Q1 2026 in Review

Eley Financial Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 10,497 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #66.

Eley Financial Management first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $293K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Eley Financial Management held 10,497 shares of Schwab US Large- Cap ETF worth $269K as of Q1 2026.
Eley Financial Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.1% of Eley Financial Management's portfolio in Q1 2026, its #66 holding.
Eley Financial Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Eley Financial Management's Schwab US Large- Cap ETF position peaked at $293K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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