Kestra Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kestra Advisory Services’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	$7.37M	Buy	287,397 +83,436	+41%	+$2.24M	0.03%	594
2025 Q4	$5.49M	Buy	203,961 +17,266	+9%	+$461K	0.02%	680
2025 Q3	$4.92M	Sell	186,695 -5,169	-3%	-$131K	0.02%	690
2025 Q2	$4.69M	Buy	191,864 +19,941	+12%	+$451K	0.02%	666
2025 Q1	$3.8M	Sell	171,923 -121,446	-41%	-$2.83M	0.02%	689
2024 Q4	$6.8M	Sell	293,369 -382,000	-57%	-$8.9M	0.04%	468
2024 Q3	$15.3M	Sell	675,369 -73,767	-10%	-$1.61M	0.08%	255
2024 Q2	$14.4M	Buy	749,136 +573,705	+327%	+$11.9M	0.08%	268
2024 Q1	$3.63M	Sell	175,431 -51	-0%	-$1K	0.02%	635
2023 Q4	$3.3M	Buy	175,482 +10,122	+6%	+$178K	0.03%	601
2023 Q3	$2.79M	Buy	165,360 +6,636	+4%	+$116K	0.03%	580
2023 Q2	$2.77M	Buy	158,724 +4,299	+3%	+$71K	0.03%	563
2023 Q1	$2.49M	Sell	154,425 -68,229	-31%	-$1.07M	0.03%	571
2022 Q4	$3.35M	Buy	222,654 +119,280	+115%	+$1.81M	0.03%	556
2022 Q3	$1.46M	Sell	103,374 -1,227,462	-92%	-$19.3M	0.02%	804
2022 Q2	$19.8M	Buy	1,330,836 +1,229,694	+1,216%	+$19.9M	0.2%	106
2022 Q1	$1.81M	Buy	101,142 +36,834	+57%	+$652K	0.02%	712
2021 Q4	$1.22M	Sell	64,308 -453,768	-88%	-$8.38M	0.01%	892
2021 Q3	$8.98M	Buy	518,076 +449,778	+659%	+$8.02M	0.09%	245
2021 Q2	$1.18M	Sell	68,298 -810	-1%	-$13.7K	0.01%	863
2021 Q1	$1.11M	Sell	69,108 -474,384	-87%	-$7.43M	0.01%	820
2020 Q4	$8.21M	Buy	543,492 +542,958	+101,678%	+$7.77M	0.1%	240
2020 Q3	$455K	Buy	+534	New	+$7.09K	0.01%	931

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

Kestra Advisory Services's SCHX Position: Q1 2026 in Review

Kestra Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 41% in Q1 2026, buying an estimated $2.24M and bringing the position to 287,397 shares worth $7.37M. The position accounts for 0.03% of the portfolio, ranked #594.

Kestra Advisory Services first reported a position in SCHX in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.8M in Q2 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Kestra Advisory Services held 287,397 shares of Schwab US Large- Cap ETF worth $7.37M as of Q1 2026.
Kestra Advisory Services bought 83,436 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.24M.
Schwab US Large- Cap ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #594 holding.
Kestra Advisory Services first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Schwab US Large- Cap ETF position peaked at $19.8M in Q2 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.