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Independent Advisor Alliance’s Schwab US Large- Cap ETF SCHX Stock Holding History

Independent Advisor Alliance’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 		$2.47M Buy
96,263
+58,306
+154% +$1.56M 0.03% 496
2025
Q4 		$1.02M Buy
37,957
+2,648
+7% +$70.7K 0.02% 465
2025
Q3 		$930K Buy
35,309
+392
+1% +$9.96K 0.02% 456
2025
Q2 		$853K Buy
34,917
+8,222
+31% +$186K 0.02% 447
2025
Q1 		$589K Sell
26,695
-3,971
-13% -$92.4K 0.02% 488
2024
Q4 		$711K Buy
30,666
+17,421
+132% +$406K 0.01% 833
2024
Q3 		$300K Buy
13,245
+1,902
+17% +$41.4K 0.01% 565
2024
Q2 		$243K Sell
11,343
-2,943
-21% -$60.8K 0.01% 625
2024
Q1 		$296K Hold
14,286
– – 0.01% 574
2023
Q4 		$269K Hold
14,286
– – 0.01% 574
2023
Q3 		$241K Sell
14,286
-5,058
-26% -$88.7K 0.01% 569
2023
Q2 		$338K Sell
19,344
-492
-2% -$8.12K 0.01% 507
2023
Q1 		$320K Sell
19,836
-321
-2% -$5.05K 0.02% 505
2022
Q4 		$303K Sell
20,157
-4,623
-19% -$70K 0.1% 112
2022
Q3 		$350K Buy
24,780
+4,569
+23% +$71.7K 0.02% 455
2022
Q2 		$301K Sell
20,211
-1,269
-6% -$20.6K 0.02% 482
2022
Q1 		$386K Sell
21,480
-330
-2% -$5.84K 0.02% 459
2021
Q4 		$414K Buy
21,810
+8,088
+59% +$149K 0.02% 439
2021
Q3 		$238K Buy
13,722
+462
+3% +$8.24K 0.01% 551
2021
Q2 		$230K Sell
13,260
-6,846
-34% -$116K 0.01% 557
2021
Q1 		$322K Sell
20,106
-804
-4% -$12.6K 0.02% 470
2020
Q4 		$317K Sell
20,910
-3,066
-13% -$43.9K 0.02% 427
2020
Q3 		$318K Sell
23,976
-6,084
-20% -$80.8K 0.02% 377
2020
Q2 		$397K Sell
30,060
-9,150
-23% -$107K 0.04% 313
2020
Q1 		$400K Sell
39,210
-42,834
-52% -$520K 0.06% 238
2019
Q4 		$1.05M Buy
82,044
+43,146
+111% +$529K 0.05% 352
2019
Q3 		$477K Sell
38,898
-31,818
-45% -$375K 0.06% 261
2019
Q2 		$1K Sell
70,716
-3,936
-5% -$45.2K ﹤0.01% 421
2019
Q1 		$841K Sell
74,652
-8,358
-10% -$90.6K 0.12% 166
2018
Q4 		$895K Buy
+83,010
New +$891K 0.16% 127

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

Independent Advisor Alliance's SCHX Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab US Large- Cap ETF (SCHX) stake by 154% in Q1 2026, buying an estimated $1.56M and bringing the position to 96,263 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #496.

Independent Advisor Alliance first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Independent Advisor Alliance held 96,263 shares of Schwab US Large- Cap ETF worth $2.47M as of Q1 2026.
  • Independent Advisor Alliance bought 58,306 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.56M.
  • Schwab US Large- Cap ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #496 holding.
  • Independent Advisor Alliance first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.