High Net Worth Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

High Net Worth Advisory Group’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	$249K	Sell	9,719 -476	-5%	-$12.8K	0.06%	213
2025 Q4	$274K	Hold	10,195	–	–	0.06%	198
2025 Q3	$269K	Hold	10,195	–	–	0.06%	199
2025 Q2	$249K	Sell	10,195 -271	-3%	-$6.13K	0.07%	197
2025 Q1	$231K	Buy	10,466 +1,739	+20%	+$40.5K	0.07%	195
2024 Q4	$202K	Buy	+8,727	New	+$203K	0.06%	217

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

High Net Worth Advisory Group's SCHX Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q1 2026, selling an estimated $12.8K and leaving 9,719 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #213.

High Net Worth Advisory Group first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

High Net Worth Advisory Group held 9,719 shares of Schwab US Large- Cap ETF worth $249K as of Q1 2026.
High Net Worth Advisory Group sold 476 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $12.8K.
Schwab US Large- Cap ETF made up 0.06% of High Net Worth Advisory Group's portfolio in Q1 2026, its #213 holding.
High Net Worth Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
High Net Worth Advisory Group's Schwab US Large- Cap ETF position peaked at $274K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.