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Integrated Advisors Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Integrated Advisors Network’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 		$2.79M Sell
108,690
-64,513
-37% -$1.73M 0.15% 162
2025
Q4 		$4.66M Sell
173,203
-3,414
-2% -$91.2K 0.21% 116
2025
Q3 		$4.65M Sell
176,617
-2,267
-1% -$57.6K 0.2% 125
2025
Q2 		$4.37M Sell
178,884
-13,458
-7% -$304K 0.2% 129
2025
Q1 		$4.25M Buy
192,342
+103
+0.1% +$2.4K 0.21% 110
2024
Q4 		$4.46M Buy
192,239
+1,463
+0.8% +$34.1K 0.21% 118
2024
Q3 		$4.31M Sell
190,776
-6,090
-3% -$133K 0.2% 128
2024
Q2 		$4.22M Sell
196,866
-2,928
-1% -$60.5K 0.22% 122
2024
Q1 		$4.13M Sell
199,794
-3,576
-2% -$70.4K 0.21% 129
2023
Q4 		$3.82M Buy
203,370
+6,768
+3% +$119K 0.22% 132
2023
Q3 		$3.32M Sell
196,602
-9,906
-5% -$174K 0.2% 139
2023
Q2 		$3.6M Sell
206,508
-1,791
-0.9% -$29.6K 0.21% 131
2023
Q1 		$3.36M Sell
208,299
-4,074
-2% -$64.1K 0.2% 131
2022
Q4 		$3.2M Sell
212,373
-2,703
-1% -$40.9K 0.21% 140
2022
Q3 		$3.04M Buy
215,076
+2,904
+1% +$45.6K 0.21% 133
2022
Q2 		$3.16M Buy
212,172
+192
+0.1% +$3.11K 0.21% 137
2022
Q1 		$3.81M Buy
211,980
+8,358
+4% +$148K 0.22% 115
2021
Q4 		$3.86M Buy
203,622
+12,168
+6% +$225K 0.23% 113
2021
Q3 		$3.32M Buy
191,454
+58,674
+44% +$1.05M 0.22% 123
2021
Q2 		$2.3M Sell
132,780
-1,752
-1% -$29.6K 0.17% 151
2021
Q1 		$2.15M Sell
134,532
-1,824
-1% -$28.6K 0.2% 137
2020
Q4 		$2.07M Buy
136,356
+8,130
+6% +$116K 0.23% 128
2020
Q3 		$1.72M Sell
128,226
-10,866
-8% -$144K 0.22% 122
2020
Q2 		$1.72M Buy
139,092
+41,418
+42% +$483K 0.2% 135
2020
Q1 		$997K Sell
97,674
-2,640
-3% -$32.1K 0.2% 133
2019
Q4 		$1.28M Buy
+100,314
New +$1.23M 0.17% 166

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

Integrated Advisors Network's SCHX Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab US Large- Cap ETF (SCHX) stake by 37% in Q1 2026, selling an estimated $1.73M and leaving 108,690 shares worth $2.79M. The position accounts for 0.15% of the portfolio, ranked #162.

Integrated Advisors Network first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.66M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Integrated Advisors Network held 108,690 shares of Schwab US Large- Cap ETF worth $2.79M as of Q1 2026.
  • Integrated Advisors Network sold 64,513 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.73M.
  • Schwab US Large- Cap ETF made up 0.15% of Integrated Advisors Network's portfolio in Q1 2026, its #162 holding.
  • Integrated Advisors Network first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Schwab US Large- Cap ETF position peaked at $4.66M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.