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FAS Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

FAS Wealth Partners’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 		$1.97M Sell
76,846
-8,427
-10% -$226K 0.12% 134
2025
Q4 		$2.29M Sell
85,273
-6,135
-7% -$164K 0.15% 119
2025
Q3 		$2.41M Sell
91,408
-1,605
-2% -$40.8K 0.16% 111
2025
Q2 		$2.27M Sell
93,013
-1,043
-1% -$23.6K 0.17% 111
2025
Q1 		$2.08M Sell
94,056
-415
-0.4% -$9.66K 0.17% 113
2024
Q4 		$2.19M Sell
94,471
-3,719
-4% -$86.7K 0.18% 110
2024
Q3 		$2.22M Sell
98,190
-6,567
-6% -$143K 0.18% 110
2024
Q2 		$2.24M Sell
104,757
-5,940
-5% -$123K 0.19% 106
2024
Q1 		$2.29M Sell
110,697
-1,419
-1% -$27.9K 0.2% 105
2023
Q4 		$2.11M Sell
112,116
-18,132
-14% -$318K 0.2% 104
2023
Q3 		$2.2M Sell
130,248
-2,787
-2% -$48.9K 0.23% 90
2023
Q2 		$2.32M Sell
133,035
-3,354
-2% -$55.4K 0.29% 78
2023
Q1 		$2.2M Sell
136,389
-114,315
-46% -$1.8M 0.24% 90
2022
Q4 		$3.77M Sell
250,704
-489,720
-66% -$7.41M 0.43% 53
2022
Q3 		$10.5M Buy
740,424
+23,934
+3% +$376K 1.16% 20
2022
Q2 		$10.7M Buy
716,490
+13,722
+2% +$222K 1.12% 20
2022
Q1 		$12.6M Buy
702,768
+12,924
+2% +$229K 1.19% 17
2021
Q4 		$13.1M Sell
689,844
-4,794
-0.7% -$88.6K 1.2% 19
2021
Q3 		$12M Buy
694,638
+13,932
+2% +$248K 1.13% 19
2021
Q2 		$11.8M Buy
680,706
+13,194
+2% +$223K 1.11% 19
2021
Q1 		$10.7M Buy
667,512
+32,178
+5% +$504K 1.11% 20
2020
Q4 		$9.63M Buy
635,334
+144,840
+30% +$2.07M 1.1% 22
2020
Q3 		$6.59M Buy
490,494
+32,502
+7% +$432K 0.9% 21
2020
Q2 		$5.66M Buy
457,992
+32,646
+8% +$380K 0.83% 21
2020
Q1 		$4.34M Buy
425,346
+27,324
+7% +$332K 0.76% 24
2019
Q4 		$5.09M Buy
398,022
+31,752
+9% +$389K 0.86% 23
2019
Q3 		$4.33M Buy
366,270
+5,988
+2% +$70.6K 0.78% 26
2019
Q2 		$4.21M Buy
360,282
+10,308
+3% +$118K 0.78% 27
2019
Q1 		$3.94M Buy
349,974
+10,656
+3% +$115K 0.77% 28
2018
Q4 		$3.38M Buy
339,318
+1,524
+0.5% +$16.4K 0.77% 30
2018
Q3 		$3.92M Buy
337,794
+10,764
+3% +$122K 0.89% 24
2018
Q2 		$3.54M Buy
327,030
+17,610
+6% +$190K 0.95% 25
2018
Q1 		$3.25M Buy
309,420
+10,392
+3% +$113K 0.94% 24
2017
Q4 		$3.18M Buy
299,028
+16,494
+6% +$171K 0.84% 25
2017
Q3 		$2.83M Buy
282,534
+10,164
+4% +$99.8K 0.79% 25
2017
Q2 		$2.62M Buy
272,370
+13,572
+5% +$129K 0.78% 27
2017
Q1 		$2.43M Buy
258,798
+109,794
+74% +$1.01M 0.75% 27
2016
Q4 		$1.32M Buy
149,004
+25,062
+20% +$218K 0.39% 38
2016
Q3 		$1.07M Buy
123,942
+41,520
+50% +$356K 0.35% 42
2016
Q2 		$684K Buy
+82,422
New +$678K 0.25% 53

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

FAS Wealth Partners's SCHX Position: Q1 2026 in Review

FAS Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.9% in Q1 2026, selling an estimated $226K and leaving 76,846 shares worth $1.97M. The position accounts for 0.12% of the portfolio, ranked #134.

FAS Wealth Partners first reported a position in SCHX in Q2 2016 and has held it in 40 quarters since. The position peaked at $13.1M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • FAS Wealth Partners held 76,846 shares of Schwab US Large- Cap ETF worth $1.97M as of Q1 2026.
  • FAS Wealth Partners sold 8,427 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $226K.
  • Schwab US Large- Cap ETF made up 0.12% of FAS Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • FAS Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • FAS Wealth Partners's Schwab US Large- Cap ETF position peaked at $13.1M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.