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FPC Investment Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

FPC Investment Advisory’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 		$34.1M Buy
1,213,540
+144,215
+13% +$3.87M 17.03% 1
2025
Q4 		$28.8M Buy
1,069,325
+56,534
+6% +$1.51M 15.76% 2
2025
Q3 		$26.7M Sell
1,012,791
-5,976
-0.6% -$152K 16.01% 2
2025
Q2 		$25.7M Buy
1,018,767
+60,403
+6% +$1.37M 16.03% 2
2025
Q1 		$21.3M Buy
958,364
+343,346
+56% +$7.99M 14.65% 3
2024
Q4 		$14.7M Buy
+615,018
New +$14.3M 10.73% 3

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

FPC Investment Advisory's SCHX Position: Q1 2026 in Review

FPC Investment Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q1 2026, buying an estimated $3.87M and bringing the position to 1,213,540 shares worth $34.1M. The position accounts for 17.03% of the portfolio, ranked #1.

FPC Investment Advisory first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • FPC Investment Advisory held 1,213,540 shares of Schwab US Large- Cap ETF worth $34.1M as of Q1 2026.
  • FPC Investment Advisory bought 144,215 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.87M.
  • Schwab US Large- Cap ETF made up 17.03% of FPC Investment Advisory's portfolio in Q1 2026, its #1 holding.
  • FPC Investment Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.