HCP
SCHX icon

Hexagon Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hexagon Capital Partners’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 		$481K Buy
18,743
+432
+2% +$11.6K 0.07% 118
2025
Q4 		$493K Buy
18,311
+2,060
+13% +$55K 0.09% 63
2025
Q3 		$428K Buy
16,251
+84
+0.5% +$2.13K 0.09% 62
2025
Q2 		$395K Buy
16,167
+1,295
+9% +$29.3K 0.09% 59
2025
Q1 		$328K Buy
14,872
+2,270
+18% +$52.8K 0.06% 144
2024
Q4 		$292K Buy
12,602
+482
+4% +$11.2K 0.05% 154
2024
Q3 		$274K Sell
12,120
-1,617
-12% -$35.2K 0.05% 169
2024
Q2 		$294K Sell
13,737
-474
-3% -$9.79K 0.06% 147
2024
Q1 		$294K Buy
14,211
+2,013
+17% +$39.6K 0.07% 150
2023
Q4 		$229K Buy
12,198
+630
+5% +$11.1K 0.06% 176
2023
Q3 		$195K Sell
11,568
-564
-5% -$9.89K 0.05% 175
2023
Q2 		$212K Buy
12,132
+957
+9% +$15.8K 0.06% 156
2023
Q1 		$180K Sell
11,175
-159
-1% -$2.5K 0.05% 166
2022
Q4 		$171K Buy
11,334
+3,987
+54% +$60.4K 0.05% 165
2022
Q3 		$104K Buy
7,347
+378
+5% +$5.93K 0.03% 232
2022
Q2 		$104K Buy
6,969
+2,769
+66% +$44.9K 0.03% 258
2022
Q1 		$75K Hold
4,200
– – 0.02% 313
2021
Q4 		$80K Buy
4,200
+3,816
+994% +$70.5K 0.02% 290
2021
Q3 		$7K Hold
384
– – ﹤0.01% 634
2021
Q2 		$7K Buy
+384
New +$6.48K ﹤0.01% 608

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

Hexagon Capital Partners's SCHX Position: Q1 2026 in Review

Hexagon Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q1 2026, buying an estimated $11.6K and bringing the position to 18,743 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #118.

Hexagon Capital Partners first reported a position in SCHX in Q2 2021 and has held it in 20 quarters since. The position peaked at $493K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Hexagon Capital Partners held 18,743 shares of Schwab US Large- Cap ETF worth $481K as of Q1 2026.
  • Hexagon Capital Partners bought 432 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.6K.
  • Schwab US Large- Cap ETF made up 0.07% of Hexagon Capital Partners's portfolio in Q1 2026, its #118 holding.
  • Hexagon Capital Partners first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Hexagon Capital Partners's Schwab US Large- Cap ETF position peaked at $493K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.