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IFC & Insurance Marketing’s Schwab US Large- Cap ETF SCHX Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-913
Closed -$25K – 565
2025
Q4 		$25K Buy
+913
New +$24.4K 0.02% 253

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IFC & Insurance Marketing's SCHX Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 913 shares — an estimated $25K sold.

IFC & Insurance Marketing first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 913 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $25K.
  • IFC & Insurance Marketing first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab US Large- Cap ETF position peaked at $25K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.