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Fidelis Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fidelis Capital 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 Buy
76,690
+17,746
+30% +$476K 0.14% 126
2025
Q4 		$1.59M Buy
+58,944
New +$1.57M 0.12% 144
2024
Q1 		– Sell
-62,076
Closed -$1.17M – 387
2023
Q4 		$1.17M Hold
62,076
– – 0.26% 81
2023
Q3 		$1.05M Buy
+62,076
New +$1.09M 0.36% 65

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

Fidelis Capital Partners's SCHX Position: Q1 2026 in Review

Fidelis Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 30% in Q1 2026, buying an estimated $476K and bringing the position to 76,690 shares worth $1.97M. The position accounts for 0.14% of the portfolio, ranked #126.

Fidelis Capital Partners first reported a position in SCHX in Q3 2023 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Fidelis Capital Partners held 76,690 shares of Schwab US Large- Cap ETF worth $1.97M as of Q1 2026.
  • Fidelis Capital Partners bought 17,746 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $476K.
  • Schwab US Large- Cap ETF made up 0.14% of Fidelis Capital Partners's portfolio in Q1 2026, its #126 holding.
  • Fidelis Capital Partners first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.