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Hantz Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hantz Financial 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 		$11.4M Buy
442,732
+263,051
+146% +$7.06M 0.17% 80
2025
Q4 		$4.83M Buy
179,681
+31,774
+21% +$849K 0.07% 201
2025
Q3 		$3.9M Sell
147,907
-15,936
-10% -$405K 0.06% 235
2025
Q2 		$4M Sell
163,843
-4,654
-3% -$105K 0.06% 235
2025
Q1 		$3.72M Sell
168,497
-2,444
-1% -$56.9K 0.07% 239
2024
Q4 		$3.96M Sell
170,941
-2,846
-2% -$66.3K 0.07% 239
2024
Q3 		$3.93M Sell
173,787
-11,118
-6% -$242K 0.07% 244
2024
Q2 		$3.96M Sell
184,905
-45,603
-20% -$942K 0.08% 236
2024
Q1 		$4.77M Sell
230,508
-10,413
-4% -$205K 0.09% 225
2023
Q4 		$4.53M Sell
240,921
-43,335
-15% -$761K 0.1% 227
2023
Q3 		$4.79M Sell
284,256
-7,458
-3% -$131K 0.12% 199
2023
Q2 		$5.09M Sell
291,714
-8,175
-3% -$135K 0.13% 196
2023
Q1 		$4.83M Sell
299,889
-6,750
-2% -$106K 0.13% 192
2022
Q4 		$4.62M Sell
306,639
-3,816
-1% -$57.8K 0.14% 188
2022
Q3 		$4.38M Sell
310,455
-9,225
-3% -$145K 0.15% 177
2022
Q2 		$4.76M Sell
319,680
-13,398
-4% -$217K 0.16% 176
2022
Q1 		$5.98M Sell
333,078
-7,242
-2% -$128K 0.18% 169
2021
Q4 		$6.46M Sell
340,320
-8,682
-2% -$160K 0.19% 151
2021
Q3 		$6.05M Sell
349,002
-17,784
-5% -$317K 0.2% 148
2021
Q2 		$6.36M Sell
366,786
-13,422
-4% -$226K 0.23% 121
2021
Q1 		$6.08M Buy
380,208
+18,894
+5% +$296K 0.25% 115
2020
Q4 		$5.48M Buy
361,314
+5,802
+2% +$83K 0.24% 121
2020
Q3 		$4.78M Sell
355,512
-19,506
-5% -$259K 0.24% 126
2020
Q2 		$4.63M Buy
375,018
+948
+0.3% +$11K 0.26% 122
2020
Q1 		$3.82M Buy
+374,070
New +$4.54M 0.26% 122

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 $1.54B AUM 16.9% 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

Hantz Financial Services's SCHX Position: Q1 2026 in Review

Hantz Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 146% in Q1 2026, buying an estimated $7.06M and bringing the position to 442,732 shares worth $11.4M. The position accounts for 0.17% of the portfolio, ranked #80.

Hantz Financial Services first reported a position in SCHX in Q1 2020 and has held it in 25 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Hantz Financial Services held 442,732 shares of Schwab US Large- Cap ETF worth $11.4M as of Q1 2026.
  • Hantz Financial Services bought 263,051 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.06M.
  • Schwab US Large- Cap ETF made up 0.17% of Hantz Financial Services's portfolio in Q1 2026, its #80 holding.
  • Hantz Financial Services first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.