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

Evoke Wealth’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	Sell	68,839 -16,426	-19%	-$441K	0.03%	198
2025 Q4	$2.29M	Buy	85,265 +455	+0.5%	+$12.2K	0.04%	165
2025 Q3	$2.23M	Hold	84,810	–	–	0.05%	155
2025 Q2	$2.07M	Buy	84,810 +3,430	+4%	+$77.5K	0.05%	145
2025 Q1	$1.8M	Buy	81,380 +24,344	+43%	+$567K	0.05%	146
2024 Q4	$1.32M	Hold	57,036	–	–	0.04%	166
2024 Q3	$1.29M	Buy	+57,036	New	+$1.24M	0.04%	169
2024 Q2	–	Sell	-52,536	Closed	-$1.09M	–	333
2024 Q1	$1.09M	Buy	52,536 +40,536	+338%	+$798K	0.03%	174
2023 Q4	$226K	Sell	12,000 -28,356	-70%	-$498K	0.37%	69
2023 Q3	$681K	Hold	40,356	–	–	0.02%	208
2023 Q2	$704K	Buy	40,356 +13,326	+49%	+$220K	0.02%	188
2023 Q1	$436K	Hold	27,030	–	–	0.02%	227
2022 Q4	$407K	Hold	27,030	–	–	0.01%	240
2022 Q3	$382K	Hold	27,030	–	–	0.02%	238
2022 Q2	$402K	Hold	27,030	–	–	0.01%	243
2022 Q1	$485K	Hold	27,030	–	–	0.02%	240
2021 Q4	$513K	Buy	+27,030	New	+$499K	0.02%	235

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

Evoke Wealth's SCHX Position: Q1 2026 in Review

Evoke Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q1 2026, selling an estimated $441K and leaving 68,839 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #198.

Evoke Wealth first reported a position in SCHX in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Evoke Wealth held 68,839 shares of Schwab US Large- Cap ETF worth $1.77M as of Q1 2026.
Evoke Wealth sold 16,426 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $441K.
Schwab US Large- Cap ETF made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #198 holding.
Evoke Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 17 quarters since.
Evoke Wealth's Schwab US Large- Cap ETF position peaked at $2.29M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.