Frazier Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Frazier Financial 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	$62.1K	Buy	2,423 +5	+0.2%	+$134	0.03%	162
2025 Q4	$65.1K	Buy	2,418 +71	+3%	+$1.9K	0.04%	142
2025 Q3	$61.8K	Sell	2,347 -220	-9%	-$5.59K	0.04%	140
2025 Q2	$62.7K	Sell	2,567 -1,749	-41%	-$39.5K	0.04%	128
2025 Q1	$95.3K	Buy	4,316 +2,364	+121%	+$55K	0.07%	88
2024 Q4	$45.4K	Buy	1,952 +5	+0.3%	+$117	0.04%	140
2024 Q3	$44K	Sell	1,947 -2,346	-55%	-$51.1K	0.03%	150
2024 Q2	$91.9K	Hold	4,293	–	–	0.07%	103
2024 Q1	$88.8K	Buy	4,293 +2,364	+123%	+$46.5K	0.07%	110
2023 Q4	$36.2K	Buy	+1,929	New	+$33.9K	0.03%	160

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Frazier Financial Advisors's SCHX Position: Q1 2026 in Review

Frazier Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.21% in Q1 2026, buying an estimated $134 and bringing the position to 2,423 shares worth $62.1K. The position accounts for 0.03% of the portfolio, ranked #162.

Frazier Financial Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $95.3K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Frazier Financial Advisors held 2,423 shares of Schwab US Large- Cap ETF worth $62.1K as of Q1 2026.
Frazier Financial Advisors bought 5 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $134.
Schwab US Large- Cap ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #162 holding.
Frazier Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Schwab US Large- Cap ETF position peaked at $95.3K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.