FinDec Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

FinDec Wealth Services’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	$308K	Sell	12,030 -767	-6%	-$20.6K	0.38%	23
2025 Q4	$344K	Hold	12,797	–	–	0.37%	23
2025 Q3	$337K	Sell	12,797 -109	-0.8%	-$2.77K	0.35%	23
2025 Q2	$315K	Sell	12,906 -11,482	-47%	-$260K	0.33%	26
2025 Q1	$538K	Sell	24,388 -36,002	-60%	-$838K	0.53%	26
2024 Q4	$1.4M	Sell	60,390 -37,047	-38%	-$863K	0.97%	23
2024 Q3	$2.2M	Sell	97,437 -9	-0%	-$196	1.28%	25
2024 Q2	$2.09M	Sell	97,446 -2,100	-2%	-$43.4K	1.32%	23
2024 Q1	$2.06M	Sell	99,546 -1,572	-2%	-$30.9K	1.29%	24
2023 Q4	$1.9M	Sell	101,118 -807	-0.8%	-$14.2K	1.27%	24
2023 Q3	$1.72M	Sell	101,925 -7,779	-7%	-$136K	1.24%	23
2023 Q2	$1.92M	Sell	109,704 -3	-0%	-$50	1.34%	23
2023 Q1	$1.77M	Sell	109,707 -5,259	-5%	-$82.8K	1.34%	23
2022 Q4	$1.73M	Buy	+114,966	New	+$1.74M	1.43%	23

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 $1.54B AUM 16.9% 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

FinDec Wealth Services's SCHX Position: Q1 2026 in Review

FinDec Wealth Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q1 2026, selling an estimated $20.6K and leaving 12,030 shares worth $308K. The position accounts for 0.38% of the portfolio, ranked #23.

FinDec Wealth Services first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

FinDec Wealth Services held 12,030 shares of Schwab US Large- Cap ETF worth $308K as of Q1 2026.
FinDec Wealth Services sold 767 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $20.6K.
Schwab US Large- Cap ETF made up 0.38% of FinDec Wealth Services's portfolio in Q1 2026, its #23 holding.
FinDec Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
FinDec Wealth Services's Schwab US Large- Cap ETF position peaked at $2.2M in Q3 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.