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

Hurlow Wealth Management 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 		$3.4M Sell
132,717
-675
-0.5% -$18.1K 0.81% 25
2025
Q4 		$3.59M Sell
133,392
-715
-0.5% -$19.1K 0.88% 25
2025
Q3 		$3.53M Sell
134,107
-544
-0.4% -$13.8K 0.91% 24
2025
Q2 		$3.29M Buy
134,651
+35,195
+35% +$796K 0.93% 26
2025
Q1 		$2.2M Buy
99,456
+21,047
+27% +$490K 0.69% 26
2024
Q4 		$1.82M Sell
78,409
-1,961
-2% -$45.7K 0.57% 28
2024
Q3 		$1.82M Sell
80,370
-477
-0.6% -$10.4K 0.57% 27
2024
Q2 		$1.73M Sell
80,847
-1,098
-1% -$22.7K 0.59% 27
2024
Q1 		$1.7M Sell
81,945
-2,166
-3% -$42.6K 0.6% 28
2023
Q4 		$1.58M Sell
84,111
-876
-1% -$15.4K 0.6% 30
2023
Q3 		$1.43M Sell
84,987
-1,767
-2% -$31K 0.62% 27
2023
Q2 		$1.51M Sell
86,754
-1,635
-2% -$27K 0.65% 28
2023
Q1 		$1.43M Sell
88,389
-4,383
-5% -$69K 0.66% 27
2022
Q4 		$1.4M Buy
92,772
+14,892
+19% +$225K 0.73% 28
2022
Q3 		$1.1M Sell
77,880
-4,368
-5% -$68.5K 0.64% 28
2022
Q2 		$1.22M Sell
82,248
-474
-0.6% -$7.68K 0.71% 27
2022
Q1 		$1.49M Sell
82,722
-13,350
-14% -$236K 0.91% 23
2021
Q4 		$1.45M Buy
96,072
+6,894
+8% +$127K 1.13% 19
2021
Q3 		$1.55M Sell
89,178
-1,158
-1% -$20.7K 0.92% 21
2021
Q2 		$1.56M Sell
90,336
-3,342
-4% -$56.4K 1.03% 19
2021
Q1 		$1.5M Sell
93,678
-4,062
-4% -$63.6K 1.08% 18
2020
Q4 		$1.48M Sell
97,740
-12,732
-12% -$182K 1.16% 18
2020
Q3 		$1.49M Sell
110,472
-15,762
-12% -$209K 1.36% 16
2020
Q2 		$1.59M Sell
126,234
-245,208
-66% -$2.86M 1.53% 14
2020
Q1 		$4.09M Buy
371,442
+11,802
+3% +$143K 4.38% 7
2019
Q4 		$4.69M Sell
359,640
-24,720
-6% -$303K 4.59% 5
2019
Q3 		$4.53M Sell
384,360
-43,320
-10% -$511K 4.82% 5
2019
Q2 		$5.12M Buy
427,680
+6,780
+2% +$77.9K 5.38% 4
2019
Q1 		$4.93M Sell
420,900
-11,904
-3% -$129K 5.3% 4
2018
Q4 		$4.55M Buy
+432,804
New +$4.65M 5.49% 4

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

Hurlow Wealth Management Group's SCHX Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.51% in Q1 2026, selling an estimated $18.1K and leaving 132,717 shares worth $3.4M. The position accounts for 0.81% of the portfolio, ranked #25.

Hurlow Wealth Management Group first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.12M in Q2 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Hurlow Wealth Management Group held 132,717 shares of Schwab US Large- Cap ETF worth $3.4M as of Q1 2026.
  • Hurlow Wealth Management Group sold 675 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $18.1K.
  • Schwab US Large- Cap ETF made up 0.81% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #25 holding.
  • Hurlow Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Schwab US Large- Cap ETF position peaked at $5.12M in Q2 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.