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

GSB 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 		$505K Sell
19,683
-1,063
-5% -$28.5K 0.11% 137
2025
Q4 		$558K Sell
20,746
-108
-0.5% -$2.88K 0.13% 133
2025
Q3 		$549K Buy
20,854
+707
+4% +$18K 0.12% 130
2025
Q2 		$493K Sell
20,147
-661
-3% -$14.9K 0.12% 141
2025
Q1 		$459K Sell
20,808
-1
-0% -$23 0.12% 143
2024
Q4 		$482K Sell
20,809
-200
-1% -$4.66K 0.12% 142
2024
Q3 		$475K Sell
21,009
-4,740
-18% -$103K 0.12% 146
2024
Q2 		$551K Buy
25,749
+219
+0.9% +$4.53K 0.15% 138
2024
Q1 		$528K Sell
25,530
-339
-1% -$6.67K 0.15% 141
2023
Q4 		$486K Buy
25,869
+7,068
+38% +$124K 0.15% 137
2023
Q3 		$317K Sell
18,801
-6,726
-26% -$118K 0.11% 154
2023
Q2 		$446K Sell
25,527
-312,318
-92% -$5.16M 0.14% 137
2023
Q1 		$5.1M Buy
337,845
+4,860
+1% +$76.5K 1.67% 9
2022
Q4 		$5.01M Buy
332,985
+14,673
+5% +$222K 1.79% 4
2022
Q3 		$4.49M Buy
318,312
+52,959
+20% +$831K 1.63% 9
2022
Q2 		$3.95M Sell
265,353
-16,320
-6% -$264K 1.35% 12
2022
Q1 		$5.06M Buy
281,673
+205,737
+271% +$3.64M 1.48% 12
2021
Q4 		$1.44M Buy
75,936
+2,064
+3% +$38.1K 0.41% 84
2021
Q3 		$1.28M Sell
73,872
-174
-0.2% -$3.1K 0.66% 48
2021
Q2 		$1.28M Buy
74,046
+9,438
+15% +$159K 0.4% 84
2021
Q1 		$1.03M Buy
+64,608
New +$1.01M 0.34% 95

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 $1.81B AUM 22.3% 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

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

GSB Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q1 2026, selling an estimated $28.5K and leaving 19,683 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #137.

GSB Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.1M in Q1 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • GSB Wealth Management held 19,683 shares of Schwab US Large- Cap ETF worth $505K as of Q1 2026.
  • GSB Wealth Management sold 1,063 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $28.5K.
  • Schwab US Large- Cap ETF made up 0.11% of GSB Wealth Management's portfolio in Q1 2026, its #137 holding.
  • GSB Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's Schwab US Large- Cap ETF position peaked at $5.1M in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.