IHT Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
445,910
-11,198
| -2% | -$300K | 0.27% | 80 |
|
|
2025
Q4 | $12.3M | Sell |
457,108
-18,237
| -4% | -$487K | 0.3% | 70 |
|
|
2025
Q3 | $12.5M | Buy |
475,345
+40,553
| +9% | +$1.03M | 0.32% | 67 |
|
|
2025
Q2 | $10.6M | Buy |
434,792
+383,509
| +748% | +$8.67M | 0.29% | 79 |
|
|
2025
Q1 | $1.13M | Sell |
51,283
-11,107
| -18% | -$259K | 0.04% | 440 |
|
|
2024
Q4 | $1.45M | Sell |
62,390
-26,053
| -29% | -$607K | 0.05% | 345 |
|
|
2024
Q3 | $1.98M | Buy |
88,443
+18,321
| +26% | +$399K | 0.06% | 319 |
|
|
2024
Q2 | $1.5M | Buy |
70,122
+5,469
| +8% | +$113K | 0.06% | 333 |
|
|
2024
Q1 | $1.34M | Buy |
64,653
+14,163
| +28% | +$279K | 0.05% | 344 |
|
|
2023
Q4 | $949K | Buy |
50,490
+1,080
| +2% | +$19K | 0.04% | 401 |
|
|
2023
Q3 | $833K | Buy |
49,410
+258
| +0.5% | +$4.53K | 0.04% | 398 |
|
|
2023
Q2 | $858K | Sell |
49,152
-1,677
| -3% | -$27.7K | 0.04% | 377 |
|
|
2023
Q1 | $820K | Sell |
50,829
-1,692
| -3% | -$26.6K | 0.05% | 349 |
|
|
2022
Q4 | $790K | Buy |
52,521
+1,020
| +2% | +$15.4K | 0.05% | 355 |
|
|
2022
Q3 | $727K | Buy |
51,501
+12,801
| +33% | +$201K | 0.06% | 357 |
|
|
2022
Q2 | $576K | Buy |
38,700
+1,794
| +5% | +$29.1K | 0.05% | 354 |
|
|
2022
Q1 | $662K | Sell |
36,906
-378
| -1% | -$6.69K | 0.05% | 339 |
|
|
2021
Q4 | $707K | Buy |
37,284
+114
| +0.3% | +$2.11K | 0.05% | 339 |
|
|
2021
Q3 | $645K | Sell |
37,170
-19,926
| -35% | -$355K | 0.05% | 346 |
|
|
2021
Q2 | $989K | Buy |
57,096
+4,614
| +9% | +$77.8K | 0.06% | 322 |
|
|
2021
Q1 | $840K | Buy |
52,482
+10,746
| +26% | +$168K | 0.06% | 309 |
|
|
2020
Q4 | $633K | Buy |
41,736
+17,394
| +71% | +$249K | 0.05% | 337 |
|
|
2020
Q3 | $327K | Buy |
24,342
+6,948
| +40% | +$92.3K | 0.03% | 458 |
|
|
2020
Q2 | $215K | Buy |
+17,394
| New | +$203K | 0.03% | 503 |
|
|
2020
Q1 | – | Sell |
-16,338
| Closed | -$209K | – | 644 |
|
|
2019
Q4 | $209K | Buy |
+16,338
| New | +$200K | 0.02% | 551 |
|
|
2018
Q3 | – | Sell |
-23,262
| Closed | -$252K | – | 440 |
|
|
2018
Q2 | $252K | Buy |
23,262
+21,960
| +1,687% | +$237K | 0.06% | 339 |
|
|
2018
Q1 | $13K | Hold |
1,302
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q4 | $14K | Hold |
1,302
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q3 | $13K | Sell |
1,302
-4,152
| -76% | -$40.8K | 0.01% | 895 |
|
|
2017
Q2 | $227 | Hold |
5,454
| – | – | 0.11% | 208 |
|
|
2017
Q1 | $51K | Buy |
5,454
+5,394
| +8,990% | +$49.9K | 0.03% | 413 |
|
|
2016
Q4 | $1K | Buy |
+60
| New | +$521 | ﹤0.01% | 1151 |
|
Other funds holding SCHX
HSA
MGIA
SFG
IHT Wealth Management's SCHX Position: Q1 2026 in Review
IHT Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q1 2026, selling an estimated $300K and leaving 445,910 shares worth $11.4M. The position accounts for 0.27% of the portfolio, ranked #80.
IHT Wealth Management first reported a position in SCHX in Q4 2016 and has held it in 32 quarters since. The position peaked at $12.5M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- IHT Wealth Management held 445,910 shares of Schwab US Large- Cap ETF worth $11.4M as of Q1 2026.
- IHT Wealth Management sold 11,198 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $300K.
- Schwab US Large- Cap ETF made up 0.27% of IHT Wealth Management's portfolio in Q1 2026, its #80 holding.
- IHT Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 32 quarters since.
- IHT Wealth Management's Schwab US Large- Cap ETF position peaked at $12.5M in Q3 2025.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.