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

Evanson 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	$1.77M	Buy	69,008 +348	+0.5%	+$9.34K	0.1%	98
2025 Q4	$1.85M	Buy	68,660 +1,959	+3%	+$52.3K	0.1%	93
2025 Q3	$1.76M	Sell	66,701 -299	-0.4%	-$7.59K	0.1%	95
2025 Q2	$1.64M	Buy	67,000 +44	+0.1%	+$995	0.1%	99
2025 Q1	$1.48M	Buy	66,956 +1,319	+2%	+$30.7K	0.1%	97
2024 Q4	$1.52M	Buy	65,637 +42	+0.1%	+$979	0.1%	95
2024 Q3	$1.48M	Sell	65,595 -5,034	-7%	-$110K	0.1%	93
2024 Q2	$1.51M	Hold	70,629	–	–	0.11%	88
2024 Q1	$1.46M	Buy	70,629 +858	+1%	+$16.9K	0.11%	90
2023 Q4	$1.31M	Sell	69,771 -276	-0.4%	-$4.85K	0.11%	89
2023 Q3	$1.18M	Sell	70,047 -852	-1%	-$14.9K	0.11%	86
2023 Q2	$1.24M	Sell	70,899 -4,557	-6%	-$75.2K	0.11%	86
2023 Q1	$1.22M	Buy	75,456 +69	+0.1%	+$1.09K	0.12%	82
2022 Q4	$1.13M	Buy	75,387 +78	+0.1%	+$1.18K	0.12%	88
2022 Q3	$1.06M	Buy	75,309 +75	+0.1%	+$1.18K	0.12%	85
2022 Q2	$1.12M	Sell	75,234 -17,175	-19%	-$278K	0.12%	86
2022 Q1	$1.66M	Buy	92,409 +4,233	+5%	+$74.9K	0.16%	74
2021 Q4	$1.67M	Sell	88,176 -582	-0.7%	-$10.8K	0.15%	72
2021 Q3	$1.54M	Sell	88,758 -1,584	-2%	-$28.2K	0.16%	73
2021 Q2	$1.56M	Sell	90,342 -19,452	-18%	-$328K	0.16%	71
2021 Q1	$1.76M	Buy	109,794 +63,954	+140%	+$1M	0.26%	60
2020 Q4	$695K	Buy	45,840 +6	+0%	+$86	0.11%	117
2020 Q3	$616K	Buy	45,834 +12	+0%	+$159	0.11%	108
2020 Q2	$566K	Buy	45,822 +6	+0%	+$70	0.11%	109
2020 Q1	$468K	Buy	45,816 +4,632	+11%	+$56.3K	0.11%	115
2019 Q4	$527K	Sell	41,184 -1,626	-4%	-$19.9K	0.1%	116
2019 Q3	$506K	Buy	42,810 +18	+0%	+$212	0.1%	114
2019 Q2	$501K	Hold	42,792	–	–	0.1%	117
2019 Q1	$482K	Buy	42,792 +18	+0%	+$195	0.1%	119
2018 Q4	$426K	Buy	42,774 +36	+0.1%	+$386	0.1%	127
2018 Q3	$496K	Buy	42,738 +12	+0%	+$136	0.1%	119
2018 Q2	$463K	Hold	42,726	–	–	0.09%	134
2018 Q1	$449K	Sell	42,726 -7,890	-16%	-$85.8K	0.09%	144
2017 Q4	$538K	Buy	50,616 +12	+0%	+$124	0.11%	127
2017 Q3	$506K	Buy	50,604 +18	+0%	+$177	0.11%	123
2017 Q2	$487K	Buy	50,586 +18	+0%	+$172	0.11%	119
2017 Q1	$474K	Sell	50,568 -7,710	-13%	-$71.3K	0.12%	117
2016 Q4	$517K	Buy	58,278 +24	+0%	+$208	0.14%	107
2016 Q3	$501K	Buy	58,254 +12	+0%	+$103	0.14%	100
2016 Q2	$483K	Buy	58,242 +18	+0%	+$148	0.15%	103
2016 Q1	$474K	Buy	58,224 +18	+0%	+$139	0.16%	98
2015 Q4	$471K	Buy	58,206 +18	+0%	+$147	0.17%	101
2015 Q3	$444K	Buy	58,188 +12	+0%	+$97	0.17%	109
2015 Q2	$478K	Sell	58,176 -546	-0.9%	-$4.58K	0.17%	109
2015 Q1	$485K	Buy	+58,722	New	+$484K	0.17%	108

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

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

Evanson Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.51% in Q1 2026, buying an estimated $9.34K and bringing the position to 69,008 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #98.

Evanson Asset Management first reported a position in SCHX in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.85M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Evanson Asset Management held 69,008 shares of Schwab US Large- Cap ETF worth $1.77M as of Q1 2026.
Evanson Asset Management bought 348 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $9.34K.
Schwab US Large- Cap ETF made up 0.1% of Evanson Asset Management's portfolio in Q1 2026, its #98 holding.
Evanson Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2015 and has held it in 45 quarters since.
Evanson Asset Management's Schwab US Large- Cap ETF position peaked at $1.85M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.