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HB Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

HB Wealth Management’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 		$78.6M Buy
3,067,334
+35,898
+1% +$963K 0.51% 30
2025
Q4 		$81.6M Sell
3,031,436
-11,309
-0.4% -$302K 0.53% 28
2025
Q3 		$80.1M Buy
3,042,745
+44,177
+1% +$1.12M 0.54% 27
2025
Q2 		$73.3M Sell
2,998,568
-84,716
-3% -$1.92M 0.58% 24
2025
Q1 		$68.1M Buy
3,083,284
+77,236
+3% +$1.8M 0.57% 25
2024
Q4 		$69.7M Sell
3,006,048
-157,128
-5% -$3.66M 0.71% 19
2024
Q3 		$71.5M Sell
3,163,176
-12,153
-0.4% -$265K 0.77% 18
2024
Q2 		$68M Sell
3,175,329
-31,761
-1% -$656K 0.79% 19
2024
Q1 		$66.3M Sell
3,207,090
-202,242
-6% -$3.98M 0.83% 16
2023
Q4 		$64.1M Sell
3,409,332
-7,710
-0.2% -$135K 0.92% 14
2023
Q3 		$57.6M Sell
3,417,042
-4,497
-0.1% -$78.9K 0.93% 15
2023
Q2 		$59.7M Buy
3,421,539
+107,790
+3% +$1.78M 0.95% 15
2023
Q1 		$53.4M Buy
3,313,749
+23,610
+0.7% +$372K 0.93% 16
2022
Q4 		$49.5M Buy
3,290,139
+91,152
+3% +$1.38M 0.9% 17
2022
Q3 		$45.2M Sell
3,198,987
-29,289
-0.9% -$460K 0.96% 15
2022
Q2 		$48.1M Buy
3,228,276
+1,939,608
+151% +$31.4M 0.99% 15
2022
Q1 		$23.1M Buy
1,288,668
+55,596
+5% +$984K 0.43% 23
2021
Q4 		$23.4M Buy
+1,233,072
New +$22.8M 0.47% 17

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

HB Wealth Management's SCHX Position: Q1 2026 in Review

HB Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, buying an estimated $963K and bringing the position to 3,067,334 shares worth $78.6M. The position accounts for 0.51% of the portfolio, ranked #30.

HB Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $81.6M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • HB Wealth Management held 3,067,334 shares of Schwab US Large- Cap ETF worth $78.6M as of Q1 2026.
  • HB Wealth Management bought 35,898 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $963K.
  • Schwab US Large- Cap ETF made up 0.51% of HB Wealth Management's portfolio in Q1 2026, its #30 holding.
  • HB Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Schwab US Large- Cap ETF position peaked at $81.6M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.