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

Fairvoy Private 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 		– Sell
-9,999
Closed -$269K – 219
2025
Q4 		$269K Sell
9,999
-380
-4% -$10.1K 0.06% 162
2025
Q3 		$273K Buy
10,379
+455
+5% +$11.6K 0.06% 164
2025
Q2 		$243K Sell
9,924
-7
-0.1% -$158 0.06% 169
2025
Q1 		$219K Sell
9,931
-834
-8% -$19.4K 0.06% 164
2024
Q4 		$250K Buy
+10,765
New +$251K 0.07% 159

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 $1.81B AUM 22.3% 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

Fairvoy Private Wealth's SCHX Position: Q1 2026 in Review

Fairvoy Private Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 9,999 shares — an estimated $269K sold.

Fairvoy Private Wealth first reported a position in SCHX in Q4 2024 and held it in 5 quarters. The position peaked at $273K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Fairvoy Private Wealth reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Fairvoy Private Wealth sold 9,999 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $269K.
  • Fairvoy Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 5 quarters.
  • Fairvoy Private Wealth's Schwab US Large- Cap ETF position peaked at $273K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fairvoy Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.