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IEQ Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

IEQ Capital’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 		$10.5M Buy
410,899
+35,661
+10% +$957K 0.05% 341
2025
Q4 		$10.1M Sell
375,238
-3,957
-1% -$106K 0.03% 343
2025
Q3 		$9.99M Buy
379,195
+131,203
+53% +$3.33M 0.03% 330
2025
Q2 		$6.06M Buy
247,992
+20,758
+9% +$469K 0.04% 370
2025
Q1 		$5.02M Buy
227,234
+51,727
+29% +$1.2M 0.04% 341
2024
Q4 		$4.07M Sell
175,507
-12,320
-7% -$287K 0.04% 317
2024
Q3 		$4.25M Sell
187,827
-1,140
-0.6% -$24.8K 0.05% 222
2024
Q2 		$4.05M Buy
188,967
+42,492
+29% +$878K 0.05% 212
2024
Q1 		$3.03M Buy
146,475
+57
+0% +$1.12K 0.04% 249
2023
Q4 		$2.75M Buy
146,418
+31,725
+28% +$557K 0.05% 241
2023
Q3 		$1.93M Buy
114,693
+3,021
+3% +$53K 0.04% 272
2023
Q2 		$1.95M Buy
111,672
+2,778
+3% +$45.9K 0.04% 272
2023
Q1 		$1.76M Sell
108,894
-5,508
-5% -$86.7K 0.04% 277
2022
Q4 		$1.72M Buy
114,402
+5,748
+5% +$87K 0.05% 268
2022
Q3 		$1.53M Buy
108,654
+11,196
+11% +$176K 0.04% 273
2022
Q2 		$1.45M Buy
97,458
+51
+0.1% +$826 0.04% 250
2022
Q1 		$1.75M Buy
97,407
+7,731
+9% +$137K 0.04% 231
2021
Q4 		$1.7M Sell
89,676
-18,042
-17% -$333K 0.04% 218
2021
Q3 		$1.87M Buy
107,718
+6,054
+6% +$108K 0.05% 193
2021
Q2 		$1.76M Buy
101,664
+12,060
+13% +$203K 0.05% 188
2021
Q1 		$1.43M Buy
89,604
+5,604
+7% +$87.8K 0.06% 173
2020
Q4 		$1.27M Buy
84,000
+1,302
+2% +$18.6K 0.06% 151
2020
Q3 		$1.11M Buy
82,698
+42
+0.1% +$558 0.06% 164
2020
Q2 		$1.02M Buy
82,656
+30
+0% +$350 0.07% 151
2020
Q1 		$843K Sell
82,626
-372
-0.4% -$4.52K 0.07% 159
2019
Q4 		$1.06M Buy
+82,998
New +$1.02M 0.09% 151

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

IEQ Capital's SCHX Position: Q1 2026 in Review

IEQ Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 9.5% in Q1 2026, buying an estimated $957K and bringing the position to 410,899 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #341.

IEQ Capital first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • IEQ Capital held 410,899 shares of Schwab US Large- Cap ETF worth $10.5M as of Q1 2026.
  • IEQ Capital bought 35,661 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $957K.
  • Schwab US Large- Cap ETF made up 0.05% of IEQ Capital's portfolio in Q1 2026, its #341 holding.
  • IEQ Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.