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

Focus Partners Wealth’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 		$82.2M Sell
3,199,988
-4,458
-0.1% -$120K 0.09% 206
2025
Q4 		$86.2M Buy
3,204,446
+571,987
+22% +$15.3M 0.1% 199
2025
Q3 		$69.4M Buy
2,632,459
+162,873
+7% +$4.14M 0.11% 163
2025
Q2 		$60.4M Sell
2,469,586
-199,673
-7% -$4.51M 0.13% 162
2025
Q1 		$58.9M Buy
2,669,259
+177,772
+7% +$4.14M 0.15% 144
2024
Q4 		$57.8M Buy
2,491,487
+225,827
+10% +$5.26M 0.15% 134
2024
Q3 		$51.2M Sell
2,265,660
-1,044,642
-32% -$22.8M 0.16% 135
2024
Q2 		$72.1M Buy
3,310,302
+2,066,436
+166% +$42.7M 0.24% 99
2024
Q1 		$25.7M Buy
1,243,866
+157,515
+14% +$3.1M 0.21% 127
2023
Q4 		$20.4M Buy
+1,086,351
New +$19.1M 0.27% 106

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

Focus Partners Wealth's SCHX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.14% in Q1 2026, selling an estimated $120K and leaving 3,199,988 shares worth $82.2M. The position accounts for 0.09% of the portfolio, ranked #206.

Focus Partners Wealth first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $86.2M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Focus Partners Wealth held 3,199,988 shares of Schwab US Large- Cap ETF worth $82.2M as of Q1 2026.
  • Focus Partners Wealth sold 4,458 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $120K.
  • Schwab US Large- Cap ETF made up 0.09% of Focus Partners Wealth's portfolio in Q1 2026, its #206 holding.
  • Focus Partners Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Schwab US Large- Cap ETF position peaked at $86.2M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.