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IAG Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

IAG Wealth Partners’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 		$197K Sell
7,681
-1,460
-16% -$39.2K 0.02% 120
2025
Q4 		$246K Sell
9,141
-1,715
-16% -$45.8K 0.03% 113
2025
Q3 		$286K Hold
10,856
– – 0.03% 102
2025
Q2 		$265K Hold
10,856
– – 0.04% 101
2025
Q1 		$240K Sell
10,856
-7,552
-41% -$176K 0.04% 100
2024
Q4 		$427K Sell
18,408
-2,556
-12% -$59.6K 0.08% 75
2024
Q3 		$474K Hold
20,964
– – 0.09% 69
2024
Q2 		$449K Sell
20,964
-5,391
-20% -$111K 0.09% 68
2024
Q1 		$545K Buy
26,355
+1,911
+8% +$37.6K 0.12% 58
2023
Q4 		$460K Hold
24,444
– – 0.1% 60
2023
Q3 		$412K Sell
24,444
-5,838
-19% -$102K 0.11% 56
2023
Q2 		$529K Buy
30,282
+1,338
+5% +$22.1K 0.14% 55
2023
Q1 		$467K Buy
28,944
+16,902
+140% +$266K 0.13% 52
2022
Q4 		$181K Buy
12,042
+3,342
+38% +$50.6K 0.05% 77
2022
Q3 		$123K Hold
8,700
– – 0.04% 79
2022
Q2 		$130K Hold
8,700
– – 0.04% 78
2022
Q1 		$156K Buy
8,700
+1,926
+28% +$34.1K 0.05% 72
2021
Q4 		$129K Sell
6,774
-522
-7% -$9.64K 0.04% 73
2021
Q3 		$127K Hold
7,296
– – 0.05% 70
2021
Q2 		$127K Hold
7,296
– – 0.05% 67
2021
Q1 		$117K Hold
7,296
– – 0.04% 68
2020
Q4 		$111K Hold
7,296
– – 0.05% 72
2020
Q3 		$99K Hold
7,296
– – 0.05% 73
2020
Q2 		$91K Hold
7,296
– – 0.04% 72
2020
Q1 		$75K Hold
7,296
– – 0.05% 76
2019
Q4 		$94K Buy
+7,296
New +$89.4K 0.06% 68

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 $1.54B AUM 16.9% 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

IAG Wealth Partners's SCHX Position: Q1 2026 in Review

IAG Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q1 2026, selling an estimated $39.2K and leaving 7,681 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #120.

IAG Wealth Partners first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $545K in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • IAG Wealth Partners held 7,681 shares of Schwab US Large- Cap ETF worth $197K as of Q1 2026.
  • IAG Wealth Partners sold 1,460 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $39.2K.
  • Schwab US Large- Cap ETF made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • IAG Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Schwab US Large- Cap ETF position peaked at $545K in Q1 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.