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

Kestra Private Wealth 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 		$928K Sell
36,210
-2,466
-6% -$66.2K 0.01% 872
2025
Q4 		$1.04M Buy
38,676
+6,224
+19% +$166K 0.01% 796
2025
Q3 		$855K Sell
32,452
-6,844
-17% -$174K 0.01% 848
2025
Q2 		$960K Buy
39,296
+898
+2% +$20.3K 0.01% 761
2025
Q1 		$848K Sell
38,398
-1,218
-3% -$28.4K 0.01% 738
2024
Q4 		$918K Buy
39,616
+28
+0.1% +$653 0.02% 680
2024
Q3 		$895K Buy
39,588
+2,085
+6% +$45.4K 0.02% 651
2024
Q2 		$803K Sell
37,503
-678
-2% -$14K 0.02% 645
2024
Q1 		$790K Sell
38,181
-2,931
-7% -$57.7K 0.02% 625
2023
Q4 		$773K Buy
41,112
+3,396
+9% +$59.6K 0.02% 592
2023
Q3 		$636K Sell
37,716
-906
-2% -$15.9K 0.02% 592
2023
Q2 		$674K Buy
38,622
+13,896
+56% +$229K 0.02% 538
2023
Q1 		$399K Buy
24,726
+10,422
+73% +$164K 0.02% 668
2022
Q4 		$215K Buy
14,304
+96
+0.7% +$1.45K 0.01% 779
2022
Q3 		$201K Buy
+14,208
New +$223K 0.01% 791

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

Kestra Private Wealth Services's SCHX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.4% in Q1 2026, selling an estimated $66.2K and leaving 36,210 shares worth $928K. The position accounts for 0.01% of the portfolio, ranked #872.

Kestra Private Wealth Services first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Kestra Private Wealth Services held 36,210 shares of Schwab US Large- Cap ETF worth $928K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,466 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $66.2K.
  • Schwab US Large- Cap ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #872 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Schwab US Large- Cap ETF position peaked at $1.04M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.