Ellenbecker Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ellenbecker Investment Group’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	$283K	Sell	11,021 -273	-2%	-$7.32K	0.04%	110
2025 Q4	$304K	Sell	11,294 -1,162	-9%	-$31K	0.04%	98
2025 Q3	$328K	Sell	12,456 -1,394	-10%	-$35.4K	0.05%	92
2025 Q2	$339K	Sell	13,850 -191	-1%	-$4.32K	0.05%	85
2025 Q1	$310K	Buy	14,041 +199	+1%	+$4.63K	0.06%	86
2024 Q4	$321K	Sell	13,842 -2,394	-15%	-$55.8K	0.06%	86
2024 Q3	$367K	Buy	16,236 +9	+0.1%	+$196	0.07%	76
2024 Q2	$348K	Hold	16,227	–	–	0.07%	83
2024 Q1	$336K	Buy	+16,227	New	+$319K	0.07%	81

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

Ellenbecker Investment Group's SCHX Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q1 2026, selling an estimated $7.32K and leaving 11,021 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #110.

Ellenbecker Investment Group first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $367K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Ellenbecker Investment Group held 11,021 shares of Schwab US Large- Cap ETF worth $283K as of Q1 2026.
Ellenbecker Investment Group sold 273 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.32K.
Schwab US Large- Cap ETF made up 0.04% of Ellenbecker Investment Group's portfolio in Q1 2026, its #110 holding.
Ellenbecker Investment Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Ellenbecker Investment Group's Schwab US Large- Cap ETF position peaked at $367K in Q3 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.