Global Endowment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Endowment 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	$9.95M	Buy	387,945 +24,058	+7%	+$645K	1.11%	19
2025 Q4	$9.79M	Sell	363,887 -11,235	-3%	-$300K	1.22%	18
2025 Q3	$9.88M	Buy	375,122 +1,634	+0.4%	+$41.5K	1.24%	18
2025 Q2	$9.13M	Buy	+373,488	New	+$8.44M	1.22%	15

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 $1.81B AUM 22.3% 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

Global Endowment Management's SCHX Position: Q1 2026 in Review

Global Endowment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6.6% in Q1 2026, buying an estimated $645K and bringing the position to 387,945 shares worth $9.95M. The position accounts for 1.11% of the portfolio, ranked #19.

Global Endowment Management first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Global Endowment Management held 387,945 shares of Schwab US Large- Cap ETF worth $9.95M as of Q1 2026.
Global Endowment Management bought 24,058 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $645K.
Schwab US Large- Cap ETF made up 1.11% of Global Endowment Management's portfolio in Q1 2026, its #19 holding.
Global Endowment Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.