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Hippocratic Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hippocratic Financial 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 		$362K Buy
14,116
+2,645
+23% +$71K 0.16% 22
2025
Q4 		$309K Hold
11,471
– – 0.14% 23
2025
Q3 		$302K Buy
+11,471
New +$291K 0.15% 23

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

Hippocratic Financial Advisors's SCHX Position: Q1 2026 in Review

Hippocratic Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q1 2026, buying an estimated $71K and bringing the position to 14,116 shares worth $362K. The position accounts for 0.16% of the portfolio, ranked #22.

Hippocratic Financial Advisors first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Hippocratic Financial Advisors held 14,116 shares of Schwab US Large- Cap ETF worth $362K as of Q1 2026.
  • Hippocratic Financial Advisors bought 2,645 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $71K.
  • Schwab US Large- Cap ETF made up 0.16% of Hippocratic Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Hippocratic Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hippocratic Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.