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

HighMark 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	$44.7K	Buy	1,745 +6	+0.3%	+$161	0.02%	167
2025 Q4	$46.8K	Buy	1,739 +5	+0.3%	+$134	0.02%	174
2025 Q3	$45.7K	Buy	1,734 +5	+0.3%	+$127	0.02%	167
2025 Q2	$42.3K	Buy	1,729 +5	+0.3%	+$113	0.02%	171
2025 Q1	$38.1K	Buy	1,724 +5	+0.3%	+$116	0.02%	148
2024 Q4	$39.8K	Buy	1,719 +6	+0.4%	+$140	0.02%	142
2024 Q3	$38.8K	Buy	1,713 +9	+0.5%	+$196	0.02%	156
2024 Q2	$36.5K	Hold	1,704	–	–	0.02%	155
2024 Q1	$35.2K	Buy	1,704 +6	+0.4%	+$118	0.02%	161
2023 Q4	$31.9K	Buy	1,698 +9	+0.5%	+$158	0.02%	160
2023 Q3	$28.5K	Buy	1,689 +6	+0.4%	+$105	0.02%	151
2023 Q2	$29.4K	Buy	1,683 +6	+0.4%	+$99	0.02%	152
2023 Q1	$27.1K	Buy	1,677 +6	+0.4%	+$94	0.02%	181
2022 Q4	$25.2K	Buy	1,671 +6	+0.4%	+$91	0.02%	151
2022 Q3	$23K	Buy	1,665 +9	+0.5%	+$141	0.02%	148
2022 Q2	$25K	Buy	1,656 +6	+0.4%	+$97	0.02%	139
2022 Q1	$30K	Buy	1,650 +6	+0.4%	+$106	0.02%	139
2021 Q4	$31K	Buy	1,644 +6	+0.4%	+$111	0.02%	148
2021 Q3	$28K	Buy	1,638 +6	+0.4%	+$107	0.02%	157
2021 Q2	$28K	Buy	1,632 +6	+0.4%	+$101	0.02%	158
2021 Q1	$26K	Hold	1,626	–	–	0.02%	153
2020 Q4	$25K	Buy	1,626 +6	+0.4%	+$86	0.02%	152
2020 Q3	$22K	Buy	1,620 +12	+0.7%	+$159	0.02%	159
2020 Q2	$20K	Buy	1,608 +6	+0.4%	+$70	0.02%	137
2020 Q1	$16K	Buy	1,602 +12	+0.8%	+$146	0.02%	125
2019 Q4	$20K	Buy	+1,590	New	+$19.5K	0.02%	132

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

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

HighMark Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.35% in Q1 2026, buying an estimated $161 and bringing the position to 1,745 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #167.

HighMark Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $46.8K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

HighMark Wealth Management held 1,745 shares of Schwab US Large- Cap ETF worth $44.7K as of Q1 2026.
HighMark Wealth Management bought 6 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $161.
Schwab US Large- Cap ETF made up 0.02% of HighMark Wealth Management's portfolio in Q1 2026, its #167 holding.
HighMark Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's Schwab US Large- Cap ETF position peaked at $46.8K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.