FWL Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

FWL Investment Management’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	$181K	Hold	7,050	–	–	0.04%	110
2025 Q4	$190K	Hold	7,050	–	–	0.05%	88
2025 Q3	$186K	Sell	7,050 -250	-3%	-$6.35K	0.05%	89
2025 Q2	$178K	Sell	7,300 -67	-0.9%	-$1.51K	0.05%	93
2025 Q1	$163K	Sell	7,367 -1,438	-16%	-$33.5K	0.06%	84
2024 Q4	$204K	Sell	8,805 -15	-0.2%	-$350	0.07%	81
2024 Q3	$199K	Sell	8,820 -300	-3%	-$6.54K	0.08%	76
2024 Q2	$195K	Hold	9,120	–	–	0.1%	52
2024 Q1	$189K	Hold	9,120	–	–	0.1%	58
2023 Q4	$171K	Sell	9,120 -1,191	-12%	-$20.9K	0.1%	50
2023 Q3	$174K	Buy	+10,311	New	+$181K	0.12%	46
2023 Q1	–	Sell	-12,555	Closed	-$189K	–	168
2022 Q4	$189K	Buy	+12,555	New	+$190K	0.14%	45

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

FWL Investment Management's SCHX Position: Q1 2026 in Review

FWL Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 7,050 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #110.

FWL Investment Management first reported a position in SCHX in Q4 2022 and has held it in 12 quarters since. The position peaked at $204K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

FWL Investment Management held 7,050 shares of Schwab US Large- Cap ETF worth $181K as of Q1 2026.
FWL Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.04% of FWL Investment Management's portfolio in Q1 2026, its #110 holding.
FWL Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 12 quarters since.
FWL Investment Management's Schwab US Large- Cap ETF position peaked at $204K in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.