Evolution Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evolution Advisers’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	$1.43M	Sell	55,773 -3,126	-5%	-$83.9K	0.6%	19
2025 Q4	$1.58M	Buy	58,899 +3,126	+6%	+$83.5K	0.69%	18
2025 Q3	$1.47M	Hold	55,773	–	–	0.66%	18
2025 Q2	$1.36M	Sell	55,773 -99	-0.2%	-$2.24K	0.67%	19
2025 Q1	$1.23M	Sell	55,872 -113	-0.2%	-$2.63K	0.65%	18
2024 Q4	$1.3M	Sell	55,985 -1,726	-3%	-$40.2K	0.71%	20
2024 Q3	$1.3M	Hold	57,711	–	–	0.71%	17
2024 Q2	$1.24M	Sell	57,711 -5,406	-9%	-$112K	0.71%	17
2024 Q1	$1.31M	Hold	63,117	–	–	0.77%	15
2023 Q4	$1.18M	Sell	63,117 -420	-0.7%	-$7.38K	0.75%	15
2023 Q3	$1.07M	Buy	63,537 +408	+0.6%	+$7.16K	0.78%	15
2023 Q2	$1.1M	Sell	63,129 -1,668	-3%	-$27.5K	0.78%	15
2023 Q1	$1.04M	Sell	64,797 -8,736	-12%	-$137K	0.75%	16
2022 Q4	$1.11M	Buy	73,533 +47,001	+177%	+$711K	0.86%	15
2022 Q3	$374K	Hold	26,532	–	–	0.33%	21
2022 Q2	$399K	Hold	26,532	–	–	0.33%	21
2022 Q1	$476K	Buy	26,532 +26,334	+13,300%	+$466K	0.35%	20
2021 Q4	$3K	Buy	+198	New	+$3.66K	﹤0.01%	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

Evolution Advisers's SCHX Position: Q1 2026 in Review

Evolution Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q1 2026, selling an estimated $83.9K and leaving 55,773 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #19.

Evolution Advisers first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Evolution Advisers held 55,773 shares of Schwab US Large- Cap ETF worth $1.43M as of Q1 2026.
Evolution Advisers sold 3,126 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $83.9K.
Schwab US Large- Cap ETF made up 0.6% of Evolution Advisers's portfolio in Q1 2026, its #19 holding.
Evolution Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
Evolution Advisers's Schwab US Large- Cap ETF position peaked at $1.58M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.