Evensky & Katz’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evensky & Katz’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	$964K	Buy	37,604 +30	+0.1%	+$805	0.05%	53
2025 Q4	$1.01M	Sell	37,574 -331	-0.9%	-$8.84K	0.06%	52
2025 Q3	$998K	Sell	37,905 -283	-0.7%	-$7.19K	0.06%	51
2025 Q2	$933K	Sell	38,188 -2,121	-5%	-$48K	0.06%	52
2025 Q1	$890K	Sell	40,309 -85	-0.2%	-$1.98K	0.06%	52
2024 Q4	$936K	Sell	40,394 -1,786	-4%	-$41.6K	0.06%	53
2024 Q3	$954K	Sell	42,180 -3,024	-7%	-$65.9K	0.06%	54
2024 Q2	$968K	Sell	45,204 -1,815	-4%	-$37.5K	0.07%	54
2024 Q1	$973K	Sell	47,019 -12,513	-21%	-$246K	0.07%	54
2023 Q4	$1.12M	Buy	59,532 +6,864	+13%	+$121K	0.08%	50
2023 Q3	$888K	Buy	52,668 +2,166	+4%	+$38K	0.08%	50
2023 Q2	$882K	Sell	50,502 -2,829	-5%	-$46.7K	0.07%	54
2023 Q1	$860K	Buy	53,331 +4,458	+9%	+$70.2K	0.07%	53
2022 Q4	$764K	Sell	48,873 -4,218	-8%	-$63.8K	0.07%	56
2022 Q3	$749K	Sell	53,091 -2,166	-4%	-$34K	0.09%	53
2022 Q2	$823K	Sell	55,257 -438	-0.8%	-$7.1K	0.09%	52
2022 Q1	$1M	Buy	55,695 +17,829	+47%	+$316K	0.1%	47
2021 Q4	$718K	Buy	37,866 +552	+1%	+$10.2K	0.07%	51
2021 Q3	$647K	Sell	37,314 -4,104	-10%	-$73.2K	0.07%	49
2021 Q2	$718K	Sell	41,418 -42	-0.1%	-$709	0.07%	48
2021 Q1	$664K	Sell	41,460 -720	-2%	-$11.3K	0.07%	47
2020 Q4	$639K	Sell	42,180 -6	-0%	-$86	0.08%	46
2020 Q3	$567K	Sell	42,186 -5,142	-11%	-$68.3K	0.08%	48
2020 Q2	$584K	Buy	47,328 +318	+0.7%	+$3.71K	0.08%	48
2020 Q1	$480K	Sell	47,010 -636	-1%	-$7.72K	0.08%	55
2019 Q4	$609K	Sell	47,646 -194,058	-80%	-$2.38M	0.08%	49
2019 Q3	$2.86M	Sell	241,704 -1,854	-0.8%	-$21.8K	0.39%	31
2019 Q2	$2.85M	Hold	243,558	–	–	0.39%	29
2019 Q1	$2.74M	Buy	243,558 +534	+0.2%	+$5.79K	0.38%	30
2018 Q4	$2.42M	Buy	243,024 +7,110	+3%	+$76.3K	0.4%	28
2018 Q3	$2.73M	Sell	235,914 -3,282	-1%	-$37.3K	0.4%	18
2018 Q2	$2.59M	Buy	239,196 +660	+0.3%	+$7.12K	0.45%	17
2018 Q1	$2.51M	Buy	238,536 +3,468	+1%	+$37.7K	0.43%	19
2017 Q4	$2.5M	Sell	235,068 -204	-0.1%	-$2.11K	0.41%	19
2017 Q3	$2.35M	Buy	235,272 +336	+0.1%	+$3.3K	0.41%	21
2017 Q2	$2.26M	Sell	234,936 -30,012	-11%	-$286K	0.41%	19
2017 Q1	$2.49M	Sell	264,948 -2,634	-1%	-$24.3K	0.46%	17
2016 Q4	$2.38M	Sell	267,582 -162	-0.1%	-$1.41K	0.46%	18
2016 Q3	$2.3M	Sell	267,744 -33,216	-11%	-$285K	0.46%	19
2016 Q2	$2.5M	Buy	300,960 +7,014	+2%	+$57.7K	0.55%	19
2016 Q1	$2.39M	Buy	293,946 +23,520	+9%	+$182K	0.56%	21
2015 Q4	$2.19M	Buy	270,426 +90,066	+50%	+$734K	0.52%	24
2015 Q3	$1.38M	Sell	180,360 -2,514	-1%	-$20.3K	0.38%	24
2015 Q2	$1.5M	Sell	182,874 -2,988	-2%	-$25.1K	0.39%	23
2015 Q1	$1.54M	Sell	185,862 -56,994	-23%	-$469K	0.41%	22
2014 Q4	$1.99M	Buy	242,856 +72,840	+43%	+$582K	0.59%	18
2014 Q3	$1.33M	Buy	+170,016	New	+$1.34M	0.4%	23

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

Evensky & Katz's SCHX Position: Q1 2026 in Review

Evensky & Katz increased its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q1 2026, buying an estimated $805 and bringing the position to 37,604 shares worth $964K. The position accounts for 0.05% of the portfolio, ranked #53.

Evensky & Katz first reported a position in SCHX in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.86M in Q3 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Evensky & Katz held 37,604 shares of Schwab US Large- Cap ETF worth $964K as of Q1 2026.
Evensky & Katz bought 30 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $805.
Schwab US Large- Cap ETF made up 0.05% of Evensky & Katz's portfolio in Q1 2026, its #53 holding.
Evensky & Katz first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 47 quarters since.
Evensky & Katz's Schwab US Large- Cap ETF position peaked at $2.86M in Q3 2019.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.