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

Gateway Wealth Partners’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 		$247K Buy
+9,646
New +$259K 0.01% 822
2023
Q4 		– Sell
-21,477
Closed -$362K – 265
2023
Q3 		$362K Buy
21,477
+3,060
+17% +$53.7K 0.07% 164
2023
Q2 		$322K Buy
+18,417
New +$304K 0.06% 175

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HSA
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MGIA
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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

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

Gateway Wealth Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 9,646 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in SCHX as recently as Q3 2023.

Gateway Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 3 quarters since. The position peaked at $362K in Q3 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Gateway Wealth Partners held 9,646 shares of Schwab US Large- Cap ETF worth $247K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Gateway Wealth Partners position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #822 holding.
  • Gateway Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Schwab US Large- Cap ETF position peaked at $362K in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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