Insigneo Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Insigneo Advisory Services’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	$268K	Sell	10,435 -1,485	-12%	-$39.8K	0.02%	543
2025 Q4	$321K	Sell	11,920 -923	-7%	-$24.6K	0.02%	487
2025 Q3	$338K	Sell	12,843 -44	-0.3%	-$1.12K	0.02%	479
2025 Q2	$315K	Buy	12,887 +496	+4%	+$11.2K	0.03%	445
2025 Q1	$274K	Buy	12,391 +1,816	+17%	+$42.3K	0.03%	439
2024 Q4	$245K	Buy	+10,575	New	+$246K	0.03%	469

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Insigneo Advisory Services's SCHX Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, selling an estimated $39.8K and leaving 10,435 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #543.

Insigneo Advisory Services first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Insigneo Advisory Services held 10,435 shares of Schwab US Large- Cap ETF worth $268K as of Q1 2026.
Insigneo Advisory Services sold 1,485 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $39.8K.
Schwab US Large- Cap ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #543 holding.
Insigneo Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's Schwab US Large- Cap ETF position peaked at $338K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.