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Equitable Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Equitable Holdings’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 		$12.7M Sell
472,233
-107,113
-18% -$2.87M 0.08% 239
2025
Q4 		$15.6M Buy
579,346
+15,107
+3% +$403K 0.11% 172
2025
Q3 		$14.9M Buy
564,239
+90,425
+19% +$2.3M 0.11% 171
2025
Q2 		$11.6M Buy
473,814
+42,842
+10% +$969K 0.1% 182
2025
Q1 		$9.52M Buy
430,972
+137,761
+47% +$3.21M 0.09% 192
2024
Q4 		$6.8M Sell
293,211
-53,163
-15% -$1.24M 0.06% 233
2024
Q3 		$7.83M Sell
346,374
-3,102
-0.9% -$67.6K 0.08% 206
2024
Q2 		$7.48M Sell
349,476
-72,480
-17% -$1.5M 0.08% 199
2024
Q1 		$8.73M Buy
421,956
+1,743
+0.4% +$34.3K 0.1% 164
2023
Q4 		$7.9M Buy
420,213
+48,078
+13% +$844K 0.1% 165
2023
Q3 		$6.28M Buy
372,135
+49,524
+15% +$869K 0.09% 170
2023
Q2 		$5.63M Sell
322,611
-109,431
-25% -$1.81M 0.08% 172
2023
Q1 		$6.97M Buy
432,042
+17,019
+4% +$268K 0.11% 139
2022
Q4 		$6.25M Buy
415,023
+43,833
+12% +$663K 0.11% 138
2022
Q3 		$5.24M Buy
371,190
+10,737
+3% +$168K 0.1% 148
2022
Q2 		$5.37M Buy
360,453
+30,909
+9% +$501K 0.1% 142
2022
Q1 		$5.92M Buy
329,544
+54,672
+20% +$968K 0.1% 141
2021
Q4 		$5.21M Buy
+274,872
New +$5.08M 0.08% 158
2020
Q1 		– Sell
-25,788
Closed -$330K – 627
2019
Q4 		$330K Buy
+25,788
New +$316K 0.01% 481

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 $1.81B AUM 22.3% 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

Equitable Holdings's SCHX Position: Q1 2026 in Review

Equitable Holdings reduced its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q1 2026, selling an estimated $2.87M and leaving 472,233 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #239.

Equitable Holdings first reported a position in SCHX in Q4 2019 and has held it in 19 quarters since. The position peaked at $15.6M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Equitable Holdings held 472,233 shares of Schwab US Large- Cap ETF worth $12.7M as of Q1 2026.
  • Equitable Holdings sold 107,113 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.87M.
  • Schwab US Large- Cap ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #239 holding.
  • Equitable Holdings first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Equitable Holdings's Schwab US Large- Cap ETF position peaked at $15.6M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.