Guardian Wealth Advisors (Minnesota)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$270K	Buy	10,524 +178	+2%	+$4.78K	0.16%	52
2025 Q4	$278K	Hold	10,346	–	–	0.16%	56
2025 Q3	$273K	Hold	10,346	–	–	0.15%	59
2025 Q2	$253K	Hold	10,346	–	–	0.15%	63
2025 Q1	$228K	Hold	10,346	–	–	0.15%	70
2024 Q4	$240K	Sell	10,346 -1	-0%	-$23	0.15%	67
2024 Q3	$234K	Hold	10,347	–	–	0.14%	72
2024 Q2	$222K	Hold	10,347	–	–	0.14%	71
2024 Q1	$214K	Buy	+10,347	New	+$204K	0.14%	75

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

Guardian Wealth Advisors (Minnesota)'s SCHX Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q1 2026, buying an estimated $4.78K and bringing the position to 10,524 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #52.

Guardian Wealth Advisors (Minnesota) first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $278K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 10,524 shares of Schwab US Large- Cap ETF worth $270K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 178 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.78K.
Schwab US Large- Cap ETF made up 0.16% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #52 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Guardian Wealth Advisors (Minnesota)'s Schwab US Large- Cap ETF position peaked at $278K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.