Fiduciary Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fiduciary Family Office’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	$851K	Hold	33,177	–	–	0.24%	81
2025 Q4	$893K	Hold	33,177	–	–	0.26%	71
2025 Q3	$874K	Hold	33,177	–	–	0.25%	84
2025 Q2	$811K	Hold	33,177	–	–	0.27%	75
2025 Q1	$733K	Buy	+33,177	New	+$772K	0.24%	91
2024 Q4	–	Sell	-33,177	Closed	-$750K	–	221
2024 Q3	$750K	Hold	33,177	–	–	0.25%	86
2024 Q2	$711K	Hold	33,177	–	–	0.28%	91
2024 Q1	$686K	Hold	33,177	–	–	0.27%	104
2023 Q4	$624K	Buy	+33,177	New	+$583K	0.27%	90

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fiduciary Family Office's SCHX Position: Q1 2026 in Review

Fiduciary Family Office held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 33,177 shares worth $851K. The position accounts for 0.24% of the portfolio, ranked #81.

Fiduciary Family Office first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $893K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Fiduciary Family Office held 33,177 shares of Schwab US Large- Cap ETF worth $851K as of Q1 2026.
Fiduciary Family Office left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.24% of Fiduciary Family Office's portfolio in Q1 2026, its #81 holding.
Fiduciary Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Schwab US Large- Cap ETF position peaked at $893K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.