Kathmere Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kathmere Capital Management’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	$2.87M	Sell	111,911 -2,169	-2%	-$58.2K	0.18%	100
2025 Q4	$3.07M	Sell	114,080 -2,590	-2%	-$69.2K	0.21%	83
2025 Q3	$3.07M	Sell	116,670 -3,067	-3%	-$77.9K	0.22%	84
2025 Q2	$2.93M	Sell	119,737 -3,821	-3%	-$86.4K	0.23%	81
2025 Q1	$2.73M	Buy	123,558 +103	+0.1%	+$2.4K	0.23%	75
2024 Q4	$2.86M	Sell	123,455 -5,080	-4%	-$118K	0.26%	67
2024 Q3	$2.91M	Sell	128,535 -5,844	-4%	-$127K	0.27%	66
2024 Q2	$2.88M	Sell	134,379 -3,981	-3%	-$82.3K	0.3%	56
2024 Q1	$2.86M	Sell	138,360 -837	-0.6%	-$16.5K	0.33%	51
2023 Q4	$2.62M	Sell	139,197 -6,207	-4%	-$109K	0.34%	50
2023 Q3	$2.45M	Sell	145,404 -3,318	-2%	-$58.2K	0.36%	52
2023 Q2	$2.6M	Sell	148,722 -834	-0.6%	-$13.8K	0.4%	43
2023 Q1	$2.41M	Sell	149,556 -7,071	-5%	-$111K	0.4%	48
2022 Q4	$2.36M	Buy	156,627 +15,582	+11%	+$236K	0.42%	48
2022 Q3	$1.99M	Buy	+141,045	New	+$2.21M	0.4%	48
2021 Q1	–	Sell	-18	Closed	–	–	355
2020 Q4	$0	Buy	+18	New	+$258	﹤0.01%	438

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 $1.54B AUM 16.9% 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

Kathmere Capital Management's SCHX Position: Q1 2026 in Review

Kathmere Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q1 2026, selling an estimated $58.2K and leaving 111,911 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #100.

Kathmere Capital Management first reported a position in SCHX in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.07M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Kathmere Capital Management held 111,911 shares of Schwab US Large- Cap ETF worth $2.87M as of Q1 2026.
Kathmere Capital Management sold 2,169 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $58.2K.
Schwab US Large- Cap ETF made up 0.18% of Kathmere Capital Management's portfolio in Q1 2026, its #100 holding.
Kathmere Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 16 quarters since.
Kathmere Capital Management's Schwab US Large- Cap ETF position peaked at $3.07M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.