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Fusion Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fusion Capital’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 		$325K Sell
12,658
-334
-3% -$8.96K 0.09% 74
2025
Q4 		$350K Buy
12,992
+37
+0.3% +$988 0.1% 73
2025
Q3 		$349K Sell
12,955
-804
-6% -$20.4K 0.1% 71
2025
Q2 		$336K Sell
13,759
-203
-1% -$4.59K 0.12% 68
2025
Q1 		$308K Sell
13,962
-550
-4% -$12.8K 0.12% 67
2024
Q4 		$336K Sell
14,512
-179
-1% -$4.17K 0.14% 68
2024
Q3 		$332K Sell
14,691
-450
-3% -$9.8K 0.14% 65
2024
Q2 		$324K Sell
15,141
-45
-0.3% -$930 0.15% 62
2024
Q1 		$314K Sell
15,186
-3,429
-18% -$67.5K 0.14% 65
2023
Q4 		$350K Buy
18,615
+855
+5% +$15K 0.18% 57
2023
Q3 		$300K Sell
17,760
-300
-2% -$5.26K 0.17% 59
2023
Q2 		$315K Buy
18,060
+54
+0.3% +$892 0.18% 58
2023
Q1 		$290K Sell
18,006
-867
-5% -$13.6K 0.17% 59
2022
Q4 		$284K Buy
18,873
+2,340
+14% +$35.4K 0.17% 57
2022
Q3 		$233K Sell
16,533
-2,061
-11% -$32.3K 0.15% 62
2022
Q2 		$277K Buy
18,594
+63
+0.3% +$1.02K 0.17% 59
2022
Q1 		$333K Sell
18,531
-1,233
-6% -$21.8K 0.17% 60
2021
Q4 		$375K Sell
19,764
-312
-2% -$5.76K 0.19% 58
2021
Q3 		$348K Hold
20,076
– – 0.21% 57
2021
Q2 		$348K Sell
20,076
-1,224
-6% -$20.7K 0.21% 55
2021
Q1 		$341K Sell
21,300
-204
-0.9% -$3.2K 0.22% 50
2020
Q4 		$326K Sell
21,504
-7,158
-25% -$102K 0.23% 50
2020
Q3 		$385K Sell
28,662
-5,316
-16% -$70.6K 0.34% 40
2020
Q2 		$420K Buy
+33,978
New +$396K 0.4% 35
2020
Q1 		– Sell
-63,780
Closed -$775K – 33
2019
Q4 		$816K Buy
+63,780
New +$782K 0.74% 30

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

Fusion Capital's SCHX Position: Q1 2026 in Review

Fusion Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q1 2026, selling an estimated $8.96K and leaving 12,658 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #74.

Fusion Capital first reported a position in SCHX in Q4 2019 and has held it in 25 quarters since. The position peaked at $816K in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Fusion Capital held 12,658 shares of Schwab US Large- Cap ETF worth $325K as of Q1 2026.
  • Fusion Capital sold 334 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $8.96K.
  • Schwab US Large- Cap ETF made up 0.09% of Fusion Capital's portfolio in Q1 2026, its #74 holding.
  • Fusion Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Fusion Capital's Schwab US Large- Cap ETF position peaked at $816K in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.