JF
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JSF Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

JSF Financial’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 		$305K Buy
11,905
+34
+0.3% +$912 0.06% 104
2025
Q4 		$319K Buy
11,871
+35
+0.3% +$935 0.07% 101
2025
Q3 		$312K Buy
11,836
+34
+0.3% +$863 0.07% 99
2025
Q2 		$288K Buy
11,802
+34
+0.3% +$769 0.07% 102
2025
Q1 		$260K Buy
+11,768
New +$274K 0.07% 103

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

JSF Financial's SCHX Position: Q1 2026 in Review

JSF Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, buying an estimated $912 and bringing the position to 11,905 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #104.

JSF Financial first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • JSF Financial held 11,905 shares of Schwab US Large- Cap ETF worth $305K as of Q1 2026.
  • JSF Financial bought 34 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $912.
  • Schwab US Large- Cap ETF made up 0.06% of JSF Financial's portfolio in Q1 2026, its #104 holding.
  • JSF Financial first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • JSF Financial's Schwab US Large- Cap ETF position peaked at $319K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.