Empirical Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Empirical Asset 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	$516K	Buy	20,115 +169	+0.8%	+$4.53K	0.14%	209
2025 Q4	$537K	Buy	19,946 +2,550	+15%	+$68.1K	0.15%	191
2025 Q3	$458K	Buy	17,396 +188	+1%	+$4.77K	0.13%	240
2025 Q2	$421K	Sell	17,208 -210	-1%	-$4.75K	0.13%	223
2025 Q1	$385K	Sell	17,418 -5	-0%	-$116	0.13%	223
2024 Q4	$404K	Sell	17,423 -160	-0.9%	-$3.73K	0.13%	190
2024 Q3	$398K	Sell	17,583 -105	-0.6%	-$2.29K	0.14%	189
2024 Q2	$379K	Sell	17,688 -1,221	-6%	-$25.2K	0.14%	210
2024 Q1	$391K	Buy	18,909 +2,403	+15%	+$47.3K	0.19%	155
2023 Q4	$310K	Sell	16,506 -51	-0.3%	-$896	0.25%	132
2023 Q3	$279K	Buy	16,557 +2,931	+22%	+$51.4K	0.24%	127
2023 Q2	$238K	Sell	13,626 -57	-0.4%	-$941	0.21%	133
2023 Q1	$221K	Buy	13,683 +15	+0.1%	+$236	0.21%	132
2022 Q4	$206K	Buy	+13,668	New	+$207K	0.22%	143
2022 Q3	–	Sell	-13,806	Closed	-$206K	–	173
2022 Q2	$206K	Hold	13,806	–	–	0.22%	145
2022 Q1	$248K	Hold	13,806	–	–	0.24%	125
2021 Q4	$262K	Buy	+13,806	New	+$255K	0.25%	125

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

Empirical Asset Management's SCHX Position: Q1 2026 in Review

Empirical Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.85% in Q1 2026, buying an estimated $4.53K and bringing the position to 20,115 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #209.

Empirical Asset Management first reported a position in SCHX in Q4 2021 and has held it in 17 quarters since. The position peaked at $537K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Empirical Asset Management held 20,115 shares of Schwab US Large- Cap ETF worth $516K as of Q1 2026.
Empirical Asset Management bought 169 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.53K.
Schwab US Large- Cap ETF made up 0.14% of Empirical Asset Management's portfolio in Q1 2026, its #209 holding.
Empirical Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 17 quarters since.
Empirical Asset Management's Schwab US Large- Cap ETF position peaked at $537K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.