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Golden Reserve Retirement’s Schwab US Large- Cap ETF SCHX Stock Holding History

Golden Reserve Retirement’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 		– Sell
-19,283
Closed -$519K – 128
2025
Q4 		$519K Buy
+19,283
New +$515K 0.1% 49

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SEI Investments
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Betterment LLC
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SFG
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CAPTRUST Financial Advisors
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Golden Reserve Retirement's SCHX Position: Q1 2026 in Review

Golden Reserve Retirement sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 19,283 shares — an estimated $519K sold.

Golden Reserve Retirement first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $519K in Q4 2025. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Golden Reserve Retirement reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Golden Reserve Retirement sold 19,283 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $519K.
  • Golden Reserve Retirement first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Golden Reserve Retirement's Schwab US Large- Cap ETF position peaked at $519K in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Golden Reserve Retirement's 13F filing for Q1 2026, filed 20 Apr 2026.