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Kingsview Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kingsview Wealth 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 		$1.63M Buy
63,723
+6,581
+12% +$177K 0.02% 552
2025
Q4 		$1.54M Buy
57,142
+2,425
+4% +$64.8K 0.02% 531
2025
Q3 		$1.44M Buy
54,717
+2,314
+4% +$58.8K 0.02% 518
2025
Q2 		$1.28M Buy
52,403
+5,429
+12% +$123K 0.02% 522
2025
Q1 		$1.04M Sell
46,974
-9,427
-17% -$219K 0.02% 531
2024
Q4 		$1.31M Sell
56,401
-10,826
-16% -$252K 0.03% 486
2024
Q3 		$1.52M Buy
67,227
+1,821
+3% +$39.7K 0.03% 440
2024
Q2 		$1.4M Buy
65,406
+75
+0.1% +$1.55K 0.03% 429
2024
Q1 		$1.35M Buy
65,331
+207
+0.3% +$4.08K 0.03% 426
2023
Q4 		$1.22M Sell
65,124
-1,563
-2% -$27.4K 0.04% 411
2023
Q3 		$1.12M Buy
66,687
+2,319
+4% +$40.7K 0.04% 407
2023
Q2 		$1.12M Sell
64,368
-2,655
-4% -$43.8K 0.04% 375
2023
Q1 		$1.08M Sell
67,023
-1,833
-3% -$28.8K 0.05% 378
2022
Q4 		$1.04M Sell
68,856
-1,677
-2% -$25.4K 0.05% 340
2022
Q3 		$996K Buy
70,533
+396
+0.6% +$6.21K 0.05% 330
2022
Q2 		$1.04M Buy
70,137
+11,706
+20% +$190K 0.05% 353
2022
Q1 		$1.05M Sell
58,431
-35,301
-38% -$625K 0.05% 378
2021
Q4 		$1.78M Sell
93,732
-1,506
-2% -$27.8K 0.07% 268
2021
Q3 		$1.65M Buy
95,238
+4,152
+5% +$74K 0.08% 260
2021
Q2 		$1.59M Sell
91,086
-1,740
-2% -$29.4K 0.08% 272
2021
Q1 		$1.5M Buy
92,826
+1,266
+1% +$19.8K 0.09% 244
2020
Q4 		$1.39M Buy
91,560
+1,128
+1% +$16.1K 0.1% 212
2020
Q3 		$1.22M Sell
90,432
-37,890
-30% -$503K 0.11% 199
2020
Q2 		$1.58M Sell
128,322
-2,100
-2% -$24.5K 0.16% 145
2020
Q1 		$1.33M Buy
130,422
+7,296
+6% +$88.6K 0.18% 144
2019
Q4 		$1.58M Sell
123,126
-25,764
-17% -$316K 0.2% 144
2019
Q3 		$1.76M Buy
148,890
+21,882
+17% +$258K 0.28% 106
2019
Q2 		$1.49M Sell
127,008
-17,640
-12% -$203K 0.25% 115
2019
Q1 		$1.63M Buy
144,648
+3,720
+3% +$40.3K 0.25% 114
2018
Q4 		$1.4M Buy
140,928
+10,062
+8% +$108K 0.31% 102
2018
Q3 		$1.52M Buy
130,866
+4,962
+4% +$56.4K 0.31% 100
2018
Q2 		$1.36M Sell
125,904
-4,596
-4% -$49.6K 0.33% 101
2018
Q1 		$1.37M Buy
130,500
+17,160
+15% +$187K 0.34% 85
2017
Q4 		$1.21M Buy
113,340
+4,716
+4% +$48.9K 0.43% 60
2017
Q3 		$1.09M Sell
108,624
-85,578
-44% -$840K 0.48% 55
2017
Q2 		$1.87M Sell
194,202
-120,606
-38% -$1.15M 0.96% 22
2017
Q1 		$2.95M Buy
+314,808
New +$2.91M 1.75% 6

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

Kingsview Wealth Management's SCHX Position: Q1 2026 in Review

Kingsview Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, buying an estimated $177K and bringing the position to 63,723 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #552.

Kingsview Wealth Management first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.95M in Q1 2017. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Kingsview Wealth Management held 63,723 shares of Schwab US Large- Cap ETF worth $1.63M as of Q1 2026.
  • Kingsview Wealth Management bought 6,581 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $177K.
  • Schwab US Large- Cap ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #552 holding.
  • Kingsview Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Schwab US Large- Cap ETF position peaked at $2.95M in Q1 2017.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.