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

Elm Partners 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	$242K	Buy	9,708 +2	+0%	+$54	0.01%	142
2025 Q4	$261K	Sell	9,706 -551	-5%	-$14.7K	0.01%	138
2025 Q3	$270K	Buy	+10,257	New	+$260K	0.01%	130
2025 Q1	–	Sell	-12,482	Closed	-$289K	–	70
2024 Q4	$289K	Buy	+12,482	New	+$291K	0.02%	62
2022 Q2	–	Sell	-2,904	Closed	-$52K	–	39
2022 Q1	$52K	Buy	+2,904	New	+$51.4K	0.01%	37
2021 Q3	–	Sell	-2,904	Closed	-$50K	–	42
2021 Q2	$50K	Hold	2,904	–	–	0.01%	39
2021 Q1	$46K	Hold	2,904	–	–	0.01%	39
2020 Q4	$44K	Hold	2,904	–	–	0.01%	39
2020 Q3	$39K	Hold	2,904	–	–	0.01%	39
2020 Q2	$36K	Hold	2,904	–	–	0.01%	39
2020 Q1	$30K	Hold	2,904	–	–	0.01%	36
2019 Q4	$34K	Hold	2,904	–	–	0.01%	39
2019 Q3	$34K	Hold	2,904	–	–	0.01%	38
2019 Q2	$34K	Hold	2,904	–	–	0.01%	38
2019 Q1	$33K	Buy	+2,904	New	+$31.5K	0.01%	36

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

Elm Partners Management's SCHX Position: Q1 2026 in Review

Elm Partners Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q1 2026, buying an estimated $54 and bringing the position to 9,708 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #142.

Elm Partners Management first reported a position in SCHX in Q1 2019 and has held it in 15 quarters since. The position peaked at $289K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Elm Partners Management held 9,708 shares of Schwab US Large- Cap ETF worth $242K as of Q1 2026.
Elm Partners Management bought 2 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $54.
Schwab US Large- Cap ETF made up 0.01% of Elm Partners Management's portfolio in Q1 2026, its #142 holding.
Elm Partners Management first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 15 quarters since.
Elm Partners Management's Schwab US Large- Cap ETF position peaked at $289K in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.