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Index Fund Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Index Fund Advisors’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 		$287K Buy
11,201
+267
+2% +$7.16K 0.01% 110
2025
Q4 		$294K Hold
10,934
– – 0.01% 122
2025
Q3 		$288K Sell
10,934
-9
-0.1% -$229 0.01% 116
2025
Q2 		$267K Sell
10,943
-5
-0% -$113 0.02% 124
2025
Q1 		$242K Sell
10,948
-3,832
-26% -$89.2K 0.02% 87
2024
Q4 		$343K Buy
14,780
+11
+0.1% +$256 0.02% 78
2024
Q3 		$334K Buy
14,769
+4,749
+47% +$103K 0.02% 78
2024
Q2 		$215K Sell
10,020
-1,734
-15% -$35.8K 0.01% 88
2024
Q1 		$243K Buy
11,754
+15
+0.1% +$295 0.01% 86
2023
Q4 		$221K Buy
+11,739
New +$206K 0.01% 86
2023
Q3 		– Sell
-152,439
Closed -$2.66M – 100
2023
Q2 		$2.66M Buy
152,439
+810
+0.5% +$13.4K 0.17% 16
2023
Q1 		$2.44M Sell
151,629
-882
-0.6% -$13.9K 0.17% 16
2022
Q4 		$2.29M Buy
152,511
+651
+0.4% +$9.85K 0.16% 17
2022
Q3 		$2.14M Buy
151,860
+630
+0.4% +$9.88K 0.17% 16
2022
Q2 		$2.25M Sell
151,230
-39,849
-21% -$646K 0.17% 14
2022
Q1 		$3.43M Sell
191,079
-5,049
-3% -$89.4K 0.26% 12
2021
Q4 		$3.72M Buy
+196,128
New +$3.62M 0.26% 12

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

Index Fund Advisors's SCHX Position: Q1 2026 in Review

Index Fund Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q1 2026, buying an estimated $7.16K and bringing the position to 11,201 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #110.

Index Fund Advisors first reported a position in SCHX in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.72M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Index Fund Advisors held 11,201 shares of Schwab US Large- Cap ETF worth $287K as of Q1 2026.
  • Index Fund Advisors bought 267 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.16K.
  • Schwab US Large- Cap ETF made up 0.01% of Index Fund Advisors's portfolio in Q1 2026, its #110 holding.
  • Index Fund Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Index Fund Advisors's Schwab US Large- Cap ETF position peaked at $3.72M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.