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First Foundation Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Foundation Advisors’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 		$4.22M Hold
164,561
– – 0.17% 87
2025
Q4 		$4.43M Buy
164,561
+1,175
+0.7% +$31.4K 0.17% 91
2025
Q3 		$4.3M Buy
163,386
+1,682
+1% +$42.7K 0.16% 94
2025
Q2 		$3.95M Hold
161,704
– – 0.15% 97
2025
Q1 		$3.57M Sell
161,704
-546
-0.3% -$12.7K 0.15% 101
2024
Q4 		$3.76M Buy
162,250
+2,062
+1% +$48.1K 0.14% 101
2024
Q3 		$3.62M Sell
160,188
-1,059
-0.7% -$23.1K 0.14% 97
2024
Q2 		$3.45M Buy
161,247
+101,616
+170% +$2.1M 0.13% 91
2024
Q1 		$1.23M Sell
59,631
-1,632
-3% -$32.1K 0.05% 156
2023
Q4 		$1.15M Buy
61,263
+57
+0.1% +$1K 0.05% 163
2023
Q3 		$1.03M Sell
61,206
-52,293
-46% -$917K 0.05% 175
2023
Q2 		$1.98M Buy
113,499
+44,877
+65% +$741K 0.09% 128
2023
Q1 		$1.11M Sell
68,622
-74,868
-52% -$1.18M 0.05% 169
2022
Q4 		$2.16M Sell
143,490
-39,681
-22% -$601K 0.1% 119
2022
Q3 		$2.59M Buy
183,171
+1,233
+0.7% +$19.3K 0.13% 104
2022
Q2 		$2.71M Sell
181,938
-3,561
-2% -$57.7K 0.12% 106
2022
Q1 		$3.33M Buy
185,499
+33,063
+22% +$585K 0.12% 99
2021
Q4 		$2.89M Buy
152,436
+20,436
+15% +$378K 0.1% 110
2021
Q3 		$2.29M Buy
132,000
+1,212
+0.9% +$21.6K 0.09% 120
2021
Q2 		$2.27M Buy
130,788
+4,788
+4% +$80.8K 0.09% 130
2021
Q1 		$2.02M Buy
126,000
+96,762
+331% +$1.52M 0.09% 131
2020
Q4 		$443K Buy
29,238
+3,264
+13% +$46.7K 0.02% 278
2020
Q3 		$349K Buy
25,974
+1,140
+5% +$15.1K 0.02% 272
2020
Q2 		$307K Sell
24,834
-105,258
-81% -$1.23M 0.02% 276
2020
Q1 		$1.33M Buy
130,092
+105,882
+437% +$1.29M 0.08% 139
2019
Q4 		$310K Buy
+24,210
New +$297K 0.02% 288

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

First Foundation Advisors's SCHX Position: Q1 2026 in Review

First Foundation Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 164,561 shares worth $4.22M. The position accounts for 0.17% of the portfolio, ranked #87.

First Foundation Advisors first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.43M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • First Foundation Advisors held 164,561 shares of Schwab US Large- Cap ETF worth $4.22M as of Q1 2026.
  • First Foundation Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.17% of First Foundation Advisors's portfolio in Q1 2026, its #87 holding.
  • First Foundation Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • First Foundation Advisors's Schwab US Large- Cap ETF position peaked at $4.43M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.