Grantvest Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grantvest Financial Group’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	$442K	Buy	17,236 +23	+0.1%	+$617	0.29%	86
2025 Q4	$463K	Sell	17,213 -50	-0.3%	-$1.33K	0.3%	83
2025 Q3	$455K	Buy	17,263 +4	+0%	+$102	0.31%	78
2025 Q2	$422K	Sell	17,259 -603	-3%	-$13.6K	0.31%	77
2025 Q1	$394K	Sell	17,862 -782	-4%	-$18.2K	0.32%	74
2024 Q4	$432K	Buy	+18,644	New	+$435K	0.48%	63

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

Grantvest Financial Group's SCHX Position: Q1 2026 in Review

Grantvest Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q1 2026, buying an estimated $617 and bringing the position to 17,236 shares worth $442K. The position accounts for 0.29% of the portfolio, ranked #86.

Grantvest Financial Group first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $463K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Grantvest Financial Group held 17,236 shares of Schwab US Large- Cap ETF worth $442K as of Q1 2026.
Grantvest Financial Group bought 23 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $617.
Schwab US Large- Cap ETF made up 0.29% of Grantvest Financial Group's portfolio in Q1 2026, its #86 holding.
Grantvest Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's Schwab US Large- Cap ETF position peaked at $463K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.