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

Exencial 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	$3.76M	Buy	146,817 +5,098	+4%	+$137K	0.12%	170
2025 Q4	$3.81M	Sell	141,719 -21,259	-13%	-$568K	0.12%	163
2025 Q3	$4.29M	Sell	162,978 -8,867	-5%	-$225K	0.14%	152
2025 Q2	$4.2M	Sell	171,845 -5,090	-3%	-$115K	0.15%	150
2025 Q1	$3.91M	Sell	176,935 -2,619	-1%	-$61K	0.14%	153
2024 Q4	$4.16M	Sell	179,554 -15,680	-8%	-$365K	0.15%	145
2024 Q3	$4.42M	Sell	195,234 -150	-0.1%	-$3.27K	0.16%	146
2024 Q2	$4.18M	Sell	195,384 -15,279	-7%	-$316K	0.16%	139
2024 Q1	$4.36M	Sell	210,663 -159,336	-43%	-$3.14M	0.16%	138
2023 Q4	$6.96M	Buy	369,999 +350,400	+1,788%	+$6.15M	0.28%	104
2023 Q3	$331K	Buy	19,599 +546	+3%	+$9.58K	0.02%	351
2023 Q2	$333K	Buy	+19,053	New	+$315K	0.02%	352
2022 Q1	–	Sell	-21,450	Closed	-$407K	–	493
2021 Q4	$407K	Buy	+21,450	New	+$396K	0.02%	339
2021 Q3	–	Sell	-24,684	Closed	-$428K	–	436
2021 Q2	$428K	Buy	24,684 +1,470	+6%	+$24.8K	0.02%	337
2021 Q1	$372K	Buy	+23,214	New	+$364K	0.02%	320

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q1 2026, buying an estimated $137K and bringing the position to 146,817 shares worth $3.76M. The position accounts for 0.12% of the portfolio, ranked #170.

Exencial Wealth Advisors first reported a position in SCHX in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.96M in Q4 2023. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Exencial Wealth Advisors held 146,817 shares of Schwab US Large- Cap ETF worth $3.76M as of Q1 2026.
Exencial Wealth Advisors bought 5,098 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $137K.
Schwab US Large- Cap ETF made up 0.12% of Exencial Wealth Advisors's portfolio in Q1 2026, its #170 holding.
Exencial Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 15 quarters since.
Exencial Wealth Advisors's Schwab US Large- Cap ETF position peaked at $6.96M in Q4 2023.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.