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

Integrity 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 		$277K Buy
+10,812
New +$290K 0.01% 608
2025
Q2 		– Sell
-77,495
Closed -$1.71M – 639
2025
Q1 		$1.71M Buy
+77,495
New +$1.8M 0.07% 198

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

Integrity Alliance's SCHX Position: Q1 2026 in Review

Integrity Alliance opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 10,812 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Integrity Alliance previously reported a position in SCHX as recently as Q1 2025.

Integrity Alliance first reported a position in SCHX in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.71M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Integrity Alliance held 10,812 shares of Schwab US Large- Cap ETF worth $277K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Integrity Alliance position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Integrity Alliance's portfolio in Q1 2026, its #608 holding.
  • Integrity Alliance first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Integrity Alliance's Schwab US Large- Cap ETF position peaked at $1.71M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.