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Focus Partners Advisor Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Focus Partners Advisor Solutions’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 		$2.64M Buy
102,817
+47,025
+84% +$1.26M 0.03% 292
2025
Q4 		$1.5M Buy
55,792
+24,575
+79% +$656K 0.02% 385
2025
Q3 		$835K Sell
31,217
-9,031
-22% -$229K 0.01% 592
2025
Q2 		$984K Buy
40,248
+6,163
+18% +$139K 0.01% 449
2025
Q1 		$753K Sell
34,085
-1,421
-4% -$33.1K 0.01% 453
2024
Q4 		$823K Buy
35,506
+5,329
+18% +$124K 0.01% 369
2024
Q3 		$683K Sell
30,177
-2,085
-6% -$45.4K 0.01% 378
2024
Q2 		$691K Sell
32,262
-759
-2% -$15.7K 0.02% 308
2024
Q1 		$683K Buy
33,021
+2,793
+9% +$55K 0.02% 303
2023
Q4 		$568K Sell
30,228
-618
-2% -$10.9K 0.03% 234
2023
Q3 		$520K Buy
30,846
+15,180
+97% +$266K 0.03% 246
2023
Q2 		$274K Sell
15,666
-3,906
-20% -$64.5K 0.02% 306
2023
Q1 		$316K Sell
19,572
-7,503
-28% -$118K 0.02% 269
2022
Q4 		$407K Buy
27,075
+9,678
+56% +$146K 0.03% 219
2022
Q3 		$246K Buy
+17,397
New +$273K 0.01% 348

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 $1.81B AUM 22.3% 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

Focus Partners Advisor Solutions's SCHX Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US Large- Cap ETF (SCHX) stake by 84% in Q1 2026, buying an estimated $1.26M and bringing the position to 102,817 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #292.

Focus Partners Advisor Solutions first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Focus Partners Advisor Solutions held 102,817 shares of Schwab US Large- Cap ETF worth $2.64M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 47,025 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.26M.
  • Schwab US Large- Cap ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #292 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.