Flagship Harbor Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Flagship Harbor 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	–	Sell	-6,281	Closed	-$169K	–	1917
2025 Q4	$169K	Buy	+6,281	New	+$168K	0.01%	715
2020 Q4	–	Sell	-1,200	Closed	-$16K	–	1544
2020 Q3	$16K	Sell	1,200 -912	-43%	-$12.1K	﹤0.01%	1214
2020 Q2	$26K	Hold	2,112	–	–	﹤0.01%	1059
2020 Q1	$22K	Buy	2,112 +1,512	+252%	+$18.4K	﹤0.01%	999
2019 Q4	$8K	Hold	600	–	–	﹤0.01%	1409
2019 Q3	$7K	Hold	600	–	–	﹤0.01%	1400
2019 Q2	$7K	Hold	600	–	–	﹤0.01%	1412
2019 Q1	$6K	Hold	600	–	–	﹤0.01%	1454
2018 Q4	$5K	Hold	600	–	–	﹤0.01%	1455
2018 Q3	$7K	Sell	600 -342	-36%	-$3.89K	﹤0.01%	1596
2018 Q2	$10K	Buy	+942	New	+$10.2K	﹤0.01%	1386

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

Flagship Harbor Advisors's SCHX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 6,281 shares — an estimated $169K sold.

Flagship Harbor Advisors first reported a position in SCHX in Q2 2018 and held it in 11 quarters. The position peaked at $169K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Flagship Harbor Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 6,281 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $169K.
Flagship Harbor Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's Schwab US Large- Cap ETF position peaked at $169K in Q4 2025.
1,546 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.