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EverSource Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

EverSource Wealth Advisors’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 		$1.6M Sell
62,244
-3,891
-6% -$104K 0.05% 263
2025
Q4 		$1.78M Sell
66,135
-8,356
-11% -$223K 0.07% 212
2025
Q3 		$1.96M Buy
74,491
+46,690
+168% +$1.19M 0.08% 178
2025
Q2 		$679K Sell
27,801
-1,400
-5% -$31.7K 0.03% 368
2025
Q1 		$645K Sell
29,201
-9,010
-24% -$210K 0.04% 333
2024
Q4 		$886K Buy
38,211
+2,160
+6% +$50.3K 0.05% 259
2024
Q3 		$815K Buy
36,051
+2,163
+6% +$47.1K 0.05% 249
2024
Q2 		$736K Buy
33,888
+2,976
+10% +$61.5K 0.05% 256
2024
Q1 		$613K Buy
30,912
+21,903
+243% +$431K 0.05% 237
2023
Q4 		$169K Buy
9,009
+45
+0.5% +$790 0.02% 475
2023
Q3 		$151K Buy
8,964
+1,284
+17% +$22.5K 0.02% 464
2023
Q2 		$134K Buy
7,680
+2,436
+46% +$40.2K 0.01% 484
2023
Q1 		$84.6K Hold
5,244
– – 0.01% 600
2022
Q4 		$78.9K Hold
5,244
– – 0.01% 589
2022
Q3 		$74K Buy
5,244
+5,106
+3,700% +$80.1K 0.02% 524
2022
Q2 		$2K Hold
138
– – ﹤0.01% 1558
2022
Q1 		$2K Buy
138
+84
+156% +$1.49K ﹤0.01% 1572
2021
Q4 		$1K Buy
+54
New +$998 ﹤0.01% 1724

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

EverSource Wealth Advisors's SCHX Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q1 2026, selling an estimated $104K and leaving 62,244 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #263.

EverSource Wealth Advisors first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • EverSource Wealth Advisors held 62,244 shares of Schwab US Large- Cap ETF worth $1.6M as of Q1 2026.
  • EverSource Wealth Advisors sold 3,891 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $104K.
  • Schwab US Large- Cap ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #263 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.96M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.