Invesco
SCHX icon

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

Invesco’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 		$310K Buy
+12,093
New +$324K ﹤0.01% 3326
2014
Q1 		– Sell
-7,290
Closed -$54K – 4249
2013
Q4 		$54K Buy
7,290
+30
+0.4% +$211 ﹤0.01% 4086
2013
Q3 		$49K Buy
+7,260
New +$48.4K ﹤0.01% 4080

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

Invesco's SCHX Position: Q1 2026 in Review

Invesco opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 12,093 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #3326 among its holdings. This is a return to the name: Invesco previously reported a position in SCHX as recently as Q4 2013.

Invesco first reported a position in SCHX in Q3 2013 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Invesco held 12,093 shares of Schwab US Large- Cap ETF worth $310K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Invesco position in Q1 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3326 holding.
  • Invesco first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.