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Howe & Rusling’s Schwab US Large- Cap ETF SCHX Stock Holding History

Howe & Rusling’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 		$320K Sell
12,481
-40,803
-77% -$1.09M 0.02% 231
2025
Q4 		$1.43M Buy
53,284
+9,039
+20% +$241K 0.09% 105
2025
Q3 		$1.17M Sell
44,245
-5,386
-11% -$137K 0.08% 121
2025
Q2 		$1.21M Buy
49,631
+8,231
+20% +$186K 0.09% 115
2025
Q1 		$914K Buy
41,400
+9,615
+30% +$224K 0.08% 119
2024
Q4 		$737K Buy
31,785
+11,244
+55% +$262K 0.06% 124
2024
Q3 		$465K Sell
20,541
-2,787
-12% -$60.7K 0.04% 167
2024
Q2 		$500K Sell
23,328
-210
-0.9% -$4.34K 0.05% 148
2024
Q1 		$487K Buy
23,538
+4,410
+23% +$86.8K 0.05% 152
2023
Q4 		$360K Buy
19,128
+6,204
+48% +$109K 0.04% 161
2023
Q3 		$218K Sell
12,924
-3,210
-20% -$56.3K 0.03% 206
2023
Q2 		$282K Buy
16,134
+3,618
+29% +$59.7K 0.03% 190
2023
Q1 		$202K Sell
12,516
-6,189
-33% -$97.4K 0.02% 210
2022
Q4 		$282K Buy
18,705
+2,103
+13% +$31.8K 0.04% 176
2022
Q3 		$234K Sell
16,602
-1,884
-10% -$29.6K 0.03% 189
2022
Q2 		$275K Buy
18,486
+594
+3% +$9.63K 0.03% 168
2022
Q1 		$321K Sell
17,892
-2,280
-11% -$40.4K 0.04% 158
2021
Q4 		$383K Sell
20,172
-1,926
-9% -$35.6K 0.04% 143
2021
Q3 		$383K Sell
22,098
-7,974
-27% -$142K 0.05% 137
2021
Q2 		$521K Buy
30,072
+15,294
+103% +$258K 0.07% 113
2021
Q1 		$237K Sell
14,778
-8,250
-36% -$129K 0.03% 158
2020
Q4 		$349K Buy
23,028
+12,264
+114% +$175K 0.05% 120
2020
Q3 		$145K Hold
10,764
– – 0.02% 177
2020
Q2 		$133K Sell
10,764
-6,750
-39% -$78.7K 0.02% 170
2020
Q1 		$179K Buy
17,514
+14,682
+518% +$178K 0.04% 149
2019
Q4 		$36K Buy
2,832
+678
+31% +$8.31K 0.01% 324
2019
Q3 		$25K Buy
2,154
+954
+80% +$11.2K ﹤0.01% 360
2019
Q2 		$14K Hold
1,200
– – ﹤0.01% 412
2019
Q1 		$14K Sell
1,200
-630
-34% -$6.83K ﹤0.01% 411
2018
Q4 		$18K Sell
1,830
-7,428
-80% -$79.7K ﹤0.01% 369
2018
Q3 		$107K Buy
9,258
+8,058
+672% +$91.6K 0.02% 195
2018
Q2 		$13K Hold
1,200
– – ﹤0.01% 423
2018
Q1 		$13K Sell
1,200
-4,332
-78% -$47.1K ﹤0.01% 457
2017
Q4 		$59K Sell
5,532
-402
-7% -$4.16K 0.01% 282
2017
Q3 		$59K Sell
5,934
-21,774
-79% -$214K 0.01% 286
2017
Q2 		$267K Buy
27,708
+8,046
+41% +$76.7K 0.05% 135
2017
Q1 		$184K Sell
19,662
-319,830
-94% -$2.96M 0.04% 154
2016
Q4 		$3.01M Buy
339,492
+323,700
+2,050% +$2.81M 0.66% 59
2016
Q3 		$136K Sell
15,792
-47,970
-75% -$411K 0.03% 174
2016
Q2 		$529K Hold
63,762
– – 0.12% 92
2016
Q1 		$519K Hold
63,762
– – 0.12% 96
2015
Q4 		$516K Hold
63,762
– – 0.12% 98
2015
Q3 		$486K Sell
63,762
-11,730
-16% -$94.9K 0.12% 99
2015
Q2 		$620K Buy
75,492
+1,500
+2% +$12.6K 0.14% 100
2015
Q1 		$611K Buy
73,992
+11,970
+19% +$98.6K 0.14% 100
2014
Q4 		$507K Hold
62,022
– – 0.12% 109
2014
Q3 		$486K Sell
62,022
-4,500
-7% -$35.4K 0.11% 111
2014
Q2 		$519K Buy
+66,522
New +$504K 0.12% 113
2014
Q1 		– Sell
-19,482
Closed -$143K – 913
2013
Q4 		$143K Buy
19,482
+8,010
+70% +$56.4K 0.04% 166
2013
Q3 		$77K Buy
11,472
+3,660
+47% +$24.4K 0.03% 236
2013
Q2 		$50K Buy
+7,812
New +$50K 0.01% 336

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

Howe & Rusling's SCHX Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab US Large- Cap ETF (SCHX) stake by 77% in Q1 2026, selling an estimated $1.09M and leaving 12,481 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #231.

Howe & Rusling first reported a position in SCHX in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.01M in Q4 2016. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Howe & Rusling held 12,481 shares of Schwab US Large- Cap ETF worth $320K as of Q1 2026.
  • Howe & Rusling sold 40,803 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.09M.
  • Schwab US Large- Cap ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #231 holding.
  • Howe & Rusling first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Howe & Rusling's Schwab US Large- Cap ETF position peaked at $3.01M in Q4 2016.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.