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Greenline Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Greenline Wealth 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 		– Sell
-238
Closed -$6.41K – 442
2025
Q4 		$6.41K Buy
+238
New +$6.36K 0.01% 368

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Creative Planning
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Greenline Wealth Management's SCHX Position: Q1 2026 in Review

Greenline Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 238 shares — an estimated $6.41K sold.

Greenline Wealth Management first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $6.41K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Greenline Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 238 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $6.41K.
  • Greenline Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Schwab US Large- Cap ETF position peaked at $6.41K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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