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Haven Private’s Schwab US Large- Cap ETF SCHX Stock Holding History

Haven Private’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 		$242K Hold
9,439
– – 0.11% 153
2025
Q4 		$254K Hold
9,439
– – 0.11% 147
2025
Q3 		$249K Buy
9,439
+70
+0.7% +$1.78K 0.11% 141
2025
Q2 		$229K Sell
9,369
-182
-2% -$4.12K 0.1% 162
2025
Q1 		$211K Buy
9,551
+170
+2% +$3.96K 0.12% 123
2024
Q4 		$217K Buy
+9,381
New +$219K 0.12% 130

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

Haven Private's SCHX Position: Q1 2026 in Review

Haven Private held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 9,439 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #153.

Haven Private first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Haven Private held 9,439 shares of Schwab US Large- Cap ETF worth $242K as of Q1 2026.
  • Haven Private left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.11% of Haven Private's portfolio in Q1 2026, its #153 holding.
  • Haven Private first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Schwab US Large- Cap ETF position peaked at $254K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.