Hanseatic Management Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hanseatic Management Services’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	$4.34M	Buy	+169,320	New	+$4.54M	4.16%	2
2024 Q4	$3.56M	Sell	153,609 -3,855	-2%	-$89.8K	4.52%	4
2024 Q3	$3.56M	Sell	157,464 -8,925	-5%	-$194K	5.05%	3
2024 Q2	$3.56M	Sell	166,389 -18,636	-10%	-$385K	5.35%	3
2024 Q1	$3.83M	Sell	185,025 -10,467	-5%	-$206K	5.8%	2
2023 Q4	$3.68M	Sell	195,492 -1,125	-0.6%	-$19.8K	6.4%	2
2023 Q3	$3.32M	Sell	196,617 -4,080	-2%	-$71.6K	6.17%	2
2023 Q2	$3.5M	Buy	+200,697	New	+$3.31M	6.46%	2

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 $1.54B AUM 16.9% 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

Hanseatic Management Services's SCHX Position: Q1 2026 in Review

Hanseatic Management Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 169,320 shares worth $4.34M. The stake represents 4.16% of the portfolio and ranks #2 among its holdings. This is a return to the name: Hanseatic Management Services previously reported a position in SCHX as recently as Q4 2024.

Hanseatic Management Services first reported a position in SCHX in Q2 2023 and has held it in 8 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Hanseatic Management Services held 169,320 shares of Schwab US Large- Cap ETF worth $4.34M as of Q1 2026.
Schwab US Large- Cap ETF was a new Hanseatic Management Services position in Q1 2026.
Schwab US Large- Cap ETF made up 4.16% of Hanseatic Management Services's portfolio in Q1 2026, its #2 holding.
Hanseatic Management Services first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 8 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hanseatic Management Services's 13F filing for Q1 2026, filed 6 May 2026.