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

Facet Wealth Inc’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 		$1.68M Buy
65,442
+12,669
+24% +$340K 0.03% 80
2025
Q4 		$1.45M Buy
52,773
+2,257
+4% +$60.3K 0.03% 81
2025
Q3 		$1.33M Buy
50,516
+1,224
+2% +$31.1K 0.03% 73
2025
Q2 		$1.23M Sell
49,292
-2,812
-5% -$63.6K 0.03% 72
2025
Q1 		$1.16M Buy
52,104
+2,041
+4% +$47.5K 0.03% 64
2024
Q4 		$1.19M Sell
50,063
-94,513
-65% -$2.2M 0.03% 62
2024
Q3 		$1.09M Buy
144,576
+100,731
+230% +$2.19M 0.03% 60
2024
Q2 		$937K Buy
43,845
+1,563
+4% +$32.3K 0.03% 63
2024
Q1 		$864K Sell
42,282
-5,730
-12% -$113K 0.03% 61
2023
Q4 		$937K Buy
48,012
+1,986
+4% +$34.9K 0.04% 55
2023
Q3 		$758K Sell
46,026
-6,594
-13% -$116K 0.04% 57
2023
Q2 		$935K Buy
52,620
+10,626
+25% +$175K 0.05% 48
2023
Q1 		$677K Sell
41,994
-2,877
-6% -$45.3K 0.04% 44
2022
Q4 		$722K Buy
44,871
+8,781
+24% +$133K 0.05% 39
2022
Q3 		$540K Buy
36,090
+957
+3% +$15K 0.04% 42
2022
Q2 		$523K Buy
35,133
+5,133
+17% +$83.2K 0.05% 45
2022
Q1 		$539K Sell
30,000
-2,364
-7% -$41.9K 0.05% 43
2021
Q4 		$614K Buy
32,364
+3,450
+12% +$63.7K 0.06% 43
2021
Q3 		$501K Buy
28,914
+714
+3% +$12.7K 0.06% 37
2021
Q2 		$489K Buy
28,200
+1,410
+5% +$23.8K 0.07% 37
2021
Q1 		$429K Buy
+26,790
New +$420K 0.08% 37

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

Facet Wealth Inc's SCHX Position: Q1 2026 in Review

Facet Wealth Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q1 2026, buying an estimated $340K and bringing the position to 65,442 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #80.

Facet Wealth Inc first reported a position in SCHX in Q1 2021 and has held it in 21 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Facet Wealth Inc held 65,442 shares of Schwab US Large- Cap ETF worth $1.68M as of Q1 2026.
  • Facet Wealth Inc bought 12,669 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $340K.
  • Schwab US Large- Cap ETF made up 0.03% of Facet Wealth Inc's portfolio in Q1 2026, its #80 holding.
  • Facet Wealth Inc first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.