Heritage Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Heritage Wealth Advisors’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	$132K	Hold	5,139	–	–	0.01%	232
2025 Q4	$138K	Buy	5,139 +163	+3%	+$4.35K	0.01%	245
2025 Q3	$131K	Hold	4,976	–	–	0.01%	232
2025 Q2	$122K	Hold	4,976	–	–	0.01%	229
2025 Q1	$110K	Sell	4,976 -150	-3%	-$3.49K	0.01%	234
2024 Q4	$119K	Sell	5,126 -280	-5%	-$6.53K	0.01%	241
2024 Q3	$122K	Hold	5,406	–	–	0.01%	248
2024 Q2	$116K	Hold	5,406	–	–	0.01%	243
2024 Q1	$112K	Hold	5,406	–	–	0.01%	252
2023 Q4	$102K	Sell	5,406 -34,047	-86%	-$598K	0.01%	264
2023 Q3	$665K	Hold	39,453	–	–	0.04%	109
2023 Q2	$689K	Hold	39,453	–	–	0.04%	110
2023 Q1	$636K	Hold	39,453	–	–	0.04%	108
2022 Q4	$594K	Sell	39,453 -531	-1%	-$8.04K	0.03%	118
2022 Q3	$564K	Sell	39,984 -1,968	-5%	-$30.9K	0.04%	111
2022 Q2	$625K	Sell	41,952 -771	-2%	-$12.5K	0.04%	107
2022 Q1	$767K	Sell	42,723 -3	-0%	-$53	0.04%	98
2021 Q4	$811K	Hold	42,726	–	–	0.04%	107
2021 Q3	$741K	Hold	42,726	–	–	0.05%	108
2021 Q2	$740K	Hold	42,726	–	–	0.05%	110
2021 Q1	$684K	Sell	42,726 -9,912	-19%	-$155K	0.04%	113
2020 Q4	$798K	Hold	52,638	–	–	0.05%	98
2020 Q3	$707K	Sell	52,638 -1,674	-3%	-$22.2K	0.09%	78
2020 Q2	$671K	Sell	54,312 -510	-0.9%	-$5.94K	0.09%	74
2020 Q1	$560K	Buy	54,822 +726	+1%	+$8.82K	0.1%	77
2019 Q4	$693K	Sell	54,096 -10,164	-16%	-$125K	0.09%	84
2019 Q3	$759K	Sell	64,260 -37,530	-37%	-$442K	0.11%	77
2019 Q2	$1.19M	Buy	101,790 +91,824	+921%	+$1.05M	0.18%	55
2019 Q1	$112K	Sell	9,966 -48	-0.5%	-$520	0.02%	169
2018 Q4	$99K	Sell	10,014 -7,644	-43%	-$82K	0.02%	165
2018 Q3	$204K	Sell	17,658 -9,864	-36%	-$112K	0.04%	120
2018 Q2	$298K	Buy	27,522 +5,622	+26%	+$60.6K	0.11%	96
2018 Q1	$229K	Buy	21,900 +1,452	+7%	+$15.8K	0.1%	102
2017 Q4	$215K	Buy	20,448 +42	+0.2%	+$435	0.09%	108
2017 Q3	$202K	Sell	20,406 -666	-3%	-$6.54K	0.1%	102
2017 Q2	$205K	Buy	+21,072	New	+$201K	0.11%	96

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

Heritage Wealth Advisors's SCHX Position: Q1 2026 in Review

Heritage Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 5,139 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #232.

Heritage Wealth Advisors first reported a position in SCHX in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.19M in Q2 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Heritage Wealth Advisors held 5,139 shares of Schwab US Large- Cap ETF worth $132K as of Q1 2026.
Heritage Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #232 holding.
Heritage Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 36 quarters since.
Heritage Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.19M in Q2 2019.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.