Hartline Investment Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hartline Investment Corp’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	$687K	Hold	26,798	–	–	0.08%	74
2025 Q4	$721K	Buy	26,798 +934	+4%	+$24.9K	0.08%	77
2025 Q3	$681K	Hold	25,864	–	–	0.07%	82
2025 Q2	$632K	Hold	25,864	–	–	0.07%	82
2025 Q1	$571K	Sell	25,864 -500	-2%	-$11.6K	0.08%	78
2024 Q4	$611K	Hold	26,364	–	–	0.07%	75
2024 Q3	$596K	Hold	26,364	–	–	0.07%	74
2024 Q2	$565K	Buy	26,364 +15,651	+146%	+$323K	0.08%	77
2024 Q1	$222K	Sell	10,713 -19,401	-64%	-$382K	0.04%	353
2023 Q4	$566K	Hold	30,114	–	–	0.09%	73
2023 Q3	$508K	Hold	30,114	–	–	0.09%	73
2023 Q2	$526K	Sell	30,114 -1,200	-4%	-$19.8K	0.09%	76
2023 Q1	$505K	Hold	31,314	–	–	0.1%	77
2022 Q4	$471K	Buy	+31,314	New	+$474K	0.11%	76
2022 Q3	–	Sell	-16,002	Closed	-$485K	–	206
2022 Q2	$485K	Buy	16,002 +345	+2%	+$5.59K	0.07%	86
2022 Q1	$543K	Sell	15,657 -15,657	-50%	-$277K	0.07%	91
2021 Q4	$594K	Hold	31,314	–	–	0.08%	83
2021 Q3	$543K	Hold	31,314	–	–	0.08%	91
2021 Q2	$543K	Hold	31,314	–	–	0.07%	91
2021 Q1	$501K	Sell	31,314 -690	-2%	-$10.8K	0.08%	89
2020 Q4	$485K	Sell	32,004 -96	-0.3%	-$1.37K	0.07%	86
2020 Q3	$431K	Sell	32,100 -420	-1%	-$5.58K	0.07%	82
2020 Q2	$402K	Sell	32,520 -432	-1%	-$5.04K	0.08%	80
2020 Q1	$336K	Sell	32,952 -1,440	-4%	-$17.5K	0.08%	89
2019 Q4	$440K	Buy	34,392 +6	+0%	+$74	0.09%	90
2019 Q3	$406K	Buy	34,386 +138	+0.4%	+$1.63K	0.1%	88
2019 Q2	$401K	Buy	34,248 +210	+0.6%	+$2.41K	0.1%	90
2019 Q1	$384K	Buy	34,038 +246	+0.7%	+$2.67K	0.1%	92
2018 Q4	$336K	Hold	33,792	–	–	0.1%	95
2018 Q3	$392K	Buy	33,792 +1,410	+4%	+$16K	0.09%	93
2018 Q2	$351K	Buy	32,382 +282	+0.9%	+$3.04K	0.09%	90
2018 Q1	$337K	Buy	32,100 +300	+0.9%	+$3.26K	0.09%	92
2017 Q4	$338K	Sell	31,800 -192	-0.6%	-$1.99K	0.09%	96
2017 Q3	$320K	Buy	31,992 +1,110	+4%	+$10.9K	0.1%	93
2017 Q2	$297K	Hold	30,882	–	–	0.09%	95
2017 Q1	$290K	Hold	30,882	–	–	0.09%	97
2016 Q4	$274K	Hold	30,882	–	–	0.1%	96
2016 Q3	$266K	Hold	30,882	–	–	0.1%	99
2016 Q2	$256K	Hold	30,882	–	–	0.09%	100
2016 Q1	$251K	Hold	30,882	–	–	0.09%	98
2015 Q4	$250K	Hold	30,882	–	–	0.09%	98
2015 Q3	$236K	Hold	30,882	–	–	0.09%	99
2015 Q2	$254K	Hold	30,882	–	–	0.08%	96
2015 Q1	$255K	Sell	30,882 -53,892	-64%	-$444K	0.08%	96
2014 Q4	$693K	Hold	84,774	–	–	0.23%	63
2014 Q3	$664K	Buy	84,774 +30,882	+57%	+$243K	0.24%	66
2014 Q2	$421K	Hold	53,892	–	–	0.15%	84
2014 Q1	$402K	Hold	53,892	–	–	0.14%	83
2013 Q4	$396K	Hold	53,892	–	–	0.14%	80
2013 Q3	$361K	Hold	53,892	–	–	0.14%	80
2013 Q2	$343K	Buy	+53,892	New	+$345K	0.14%	84

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

Hartline Investment Corp's SCHX Position: Q1 2026 in Review

Hartline Investment Corp held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 26,798 shares worth $687K. The position accounts for 0.08% of the portfolio, ranked #74.

Hartline Investment Corp first reported a position in SCHX in Q2 2013 and has held it in 51 quarters since. The position peaked at $721K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Hartline Investment Corp held 26,798 shares of Schwab US Large- Cap ETF worth $687K as of Q1 2026.
Hartline Investment Corp left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.08% of Hartline Investment Corp's portfolio in Q1 2026, its #74 holding.
Hartline Investment Corp first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 51 quarters since.
Hartline Investment Corp's Schwab US Large- Cap ETF position peaked at $721K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.