International Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

International Private Wealth 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	$738K	Sell	28,794 -10,716	-27%	-$287K	0.45%	49
2025 Q4	$1.06M	Sell	39,510 -8,260	-17%	-$221K	0.67%	43
2025 Q3	$1.26M	Sell	47,770 -17,308	-27%	-$440K	0.79%	34
2025 Q2	$1.59M	Sell	65,078 -4,320	-6%	-$97.7K	1.36%	17
2025 Q1	$1.53M	Sell	69,398 -1,226	-2%	-$28.5K	1.47%	14
2024 Q4	$1.64M	Sell	70,624 -12,206	-15%	-$284K	1.63%	11
2024 Q3	$1.87M	Sell	82,830 -2,520	-3%	-$54.9K	2.75%	5
2024 Q2	$1.83M	Sell	85,350 -11,202	-12%	-$231K	3.08%	3
2024 Q1	$2M	Sell	96,552 -8,226	-8%	-$162K	3.85%	3
2023 Q4	$1.97M	Buy	+104,778	New	+$1.84M	1.95%	11

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

International Private Wealth Advisors's SCHX Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2026, selling an estimated $287K and leaving 28,794 shares worth $738K. The position accounts for 0.45% of the portfolio, ranked #49.

International Private Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

International Private Wealth Advisors held 28,794 shares of Schwab US Large- Cap ETF worth $738K as of Q1 2026.
International Private Wealth Advisors sold 10,716 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $287K.
Schwab US Large- Cap ETF made up 0.45% of International Private Wealth Advisors's portfolio in Q1 2026, its #49 holding.
International Private Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's Schwab US Large- Cap ETF position peaked at $2M in Q1 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.