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

Evolution Wealth 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 		$1.48M Sell
57,838
-21,027
-27% -$564K 1.08% 22
2025
Q4 		$2.12M Buy
78,865
+685
+0.9% +$18.3K 1.76% 10
2025
Q3 		$2.06M Buy
78,180
+32,079
+70% +$815K 2.11% 8
2025
Q2 		$1.13M Buy
+46,101
New +$1.04M 1.39% 12

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 $1.54B AUM 16.9% 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

Evolution Wealth Management's SCHX Position: Q1 2026 in Review

Evolution Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2026, selling an estimated $564K and leaving 57,838 shares worth $1.48M. The position accounts for 1.08% of the portfolio, ranked #22.

Evolution Wealth Management first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Evolution Wealth Management held 57,838 shares of Schwab US Large- Cap ETF worth $1.48M as of Q1 2026.
  • Evolution Wealth Management sold 21,027 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $564K.
  • Schwab US Large- Cap ETF made up 1.08% of Evolution Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Evolution Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Schwab US Large- Cap ETF position peaked at $2.12M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.