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

Gill Capital 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 		$596K Sell
23,246
-943
-4% -$25.3K 0.17% 71
2025
Q4 		$651K Buy
24,189
+7,620
+46% +$203K 0.2% 68
2025
Q3 		$436K Sell
16,569
-5,209
-24% -$132K 0.13% 82
2025
Q2 		$532K Sell
21,778
-26
-0.1% -$588 0.17% 74
2025
Q1 		$481K Sell
21,804
-4,758
-18% -$111K 0.17% 77
2024
Q4 		$616K Buy
26,562
+7,137
+37% +$166K 0.22% 65
2024
Q3 		$439K Sell
19,425
-2,859
-13% -$62.3K 0.16% 73
2024
Q2 		$477K Buy
22,284
+2,409
+12% +$49.8K 0.18% 66
2024
Q1 		$394K Sell
19,875
-3,153
-14% -$62.1K 0.16% 77
2023
Q4 		$433K Buy
23,028
+1,392
+6% +$24.4K 0.18% 70
2023
Q3 		$365K Sell
21,636
-1,632
-7% -$28.6K 0.16% 76
2023
Q2 		$406K Sell
23,268
-447
-2% -$7.38K 0.17% 75
2023
Q1 		$382K Sell
23,715
-1,566
-6% -$24.6K 0.17% 76
2022
Q4 		$380K Buy
25,281
+78
+0.3% +$1.18K 0.18% 72
2022
Q3 		$356K Sell
25,203
-1,020
-4% -$16K 0.19% 71
2022
Q2 		$471K Hold
26,223
– – 0.21% 66
2022
Q1 		$471K Buy
26,223
+21
+0.1% +$372 0.21% 66
2021
Q4 		$497K Sell
26,202
-276
-1% -$5.1K 0.22% 65
2021
Q3 		$459K Sell
26,478
-174
-0.7% -$3.1K 0.21% 69
2021
Q2 		$462K Sell
26,652
-96
-0.4% -$1.62K 0.22% 68
2021
Q1 		$428K Sell
26,748
-198
-0.7% -$3.1K 0.22% 65
2020
Q4 		$408K Buy
26,946
+36
+0.1% +$515 0.24% 61
2020
Q3 		$362K Sell
26,910
-1,896
-7% -$25.2K 0.23% 58
2020
Q2 		$356K Buy
28,806
+42
+0.1% +$489 0.24% 54
2020
Q1 		$294K Buy
+28,764
New +$349K 0.21% 54
2018
Q4 		$269K Buy
+20,838
New +$224K 0.19% 68

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 $1.54B 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

Gill Capital Partners's SCHX Position: Q1 2026 in Review

Gill Capital Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.9% in Q1 2026, selling an estimated $25.3K and leaving 23,246 shares worth $596K. The position accounts for 0.17% of the portfolio, ranked #71.

Gill Capital Partners first reported a position in SCHX in Q4 2018 and has held it in 26 quarters since. The position peaked at $651K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Gill Capital Partners held 23,246 shares of Schwab US Large- Cap ETF worth $596K as of Q1 2026.
  • Gill Capital Partners sold 943 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $25.3K.
  • Schwab US Large- Cap ETF made up 0.17% of Gill Capital Partners's portfolio in Q1 2026, its #71 holding.
  • Gill Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • Gill Capital Partners's Schwab US Large- Cap ETF position peaked at $651K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.