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

Financial Management Network’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 		$601K Buy
22,435
+65
+0.3% +$1.74K 0.09% 116
2025
Q4 		$603K Buy
22,370
+62
+0.3% +$1.66K 0.1% 111
2025
Q3 		$593K Buy
22,308
+58
+0.3% +$1.47K 0.1% 112
2025
Q2 		$551K Sell
22,250
-1,799
-7% -$40.7K 0.1% 112
2025
Q1 		$478K Buy
24,049
+1,922
+9% +$44.7K 0.11% 106
2024
Q4 		$519K Sell
22,127
-1,894
-8% -$44.1K 0.11% 105
2024
Q3 		$543K Buy
24,021
+66
+0.3% +$1.44K 0.11% 105
2024
Q2 		$523K Buy
23,955
+72
+0.3% +$1.49K 0.13% 98
2024
Q1 		$485K Buy
23,883
+72
+0.3% +$1.42K 0.12% 100
2023
Q4 		$440K Sell
23,811
-723
-3% -$12.7K 0.13% 96
2023
Q3 		$411K Sell
24,534
-702
-3% -$12.3K 0.14% 96
2023
Q2 		$442K Buy
25,236
+63
+0.3% +$1.04K 0.15% 94
2023
Q1 		$405K Buy
25,173
+45
+0.2% +$708 0.16% 94
2022
Q4 		$380K Sell
25,128
-297
-1% -$4.5K 0.17% 102
2022
Q3 		$380K Buy
25,425
+600
+2% +$9.41K 0.19% 96
2022
Q2 		$373K Buy
24,825
+102
+0.4% +$1.65K 0.2% 95
2022
Q1 		$449K Buy
24,723
+81
+0.3% +$1.43K 0.23% 76
2021
Q4 		$469K Buy
24,642
+96
+0.4% +$1.77K 0.22% 83
2021
Q3 		$425K Buy
24,546
+78
+0.3% +$1.39K 0.22% 82
2021
Q2 		$429K Sell
24,468
-822
-3% -$13.9K 0.22% 82
2021
Q1 		$427K Buy
25,290
+48
+0.2% +$752 0.22% 85
2020
Q4 		$394K Buy
+25,242
New +$361K 0.24% 78

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 $1.54B AUM 16.9% 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

Financial Management Network's SCHX Position: Q1 2026 in Review

Financial Management Network increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, buying an estimated $1.74K and bringing the position to 22,435 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #116.

Financial Management Network first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $603K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Financial Management Network held 22,435 shares of Schwab US Large- Cap ETF worth $601K as of Q1 2026.
  • Financial Management Network bought 65 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.74K.
  • Schwab US Large- Cap ETF made up 0.09% of Financial Management Network's portfolio in Q1 2026, its #116 holding.
  • Financial Management Network first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's Schwab US Large- Cap ETF position peaked at $603K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.