Financial Gravity Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Gravity Asset Management’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	$65.6K	Sell	2,557 -108	-4%	-$2.9K	0.01%	273
2025 Q4	$71.7K	Hold	2,665	–	–	0.01%	218
2025 Q3	$70.2K	Buy	+2,665	New	+$67.7K	0.01%	258
2025 Q1	$58.8K	Buy	+2,665	New	+$62K	0.01%	283
2024 Q2	$108K	Buy	+2,442	New	+$50.5K	0.03%	173

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Financial Gravity Asset Management's SCHX Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q1 2026, selling an estimated $2.9K and leaving 2,557 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #273.

Financial Gravity Asset Management first reported a position in SCHX in Q2 2024 and has held it in 5 quarters since. The position peaked at $108K in Q2 2024. 1,542 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Financial Gravity Asset Management held 2,557 shares of Schwab US Large- Cap ETF worth $65.6K as of Q1 2026.
Financial Gravity Asset Management sold 108 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.9K.
Schwab US Large- Cap ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #273 holding.
Financial Gravity Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's Schwab US Large- Cap ETF position peaked at $108K in Q2 2024.
1,542 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.