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Koss-Olinger Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

Koss-Olinger Consulting’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 		$269M Buy
10,490,753
+492,244
+5% +$13.2M 22.55% 1
2025
Q4 		$269M Buy
9,998,509
+584,429
+6% +$15.6M 20.85% 1
2025
Q3 		$230M Sell
9,414,080
-67,513
-0.7% -$1.71M 19% 1
2025
Q2 		$232M Sell
9,481,593
-392,491
-4% -$8.87M 19.01% 1
2025
Q1 		$218M Buy
9,874,084
+40,526
+0.4% +$943K 18.37% 1
2024
Q4 		$228M Buy
9,833,558
+174,722
+2% +$4.07M 19.98% 1
2024
Q3 		$218M Buy
9,658,836
+46,461
+0.5% +$1.01M 18.96% 1
2024
Q2 		$206M Buy
+9,612,375
New +$199M 19.02% 1
2024
Q1 		– Sell
-9,164,754
Closed -$172M – 256
2023
Q4 		$172M Buy
+9,164,754
New +$161M 16.91% 1
2023
Q3 		– Sell
-9,457,608
Closed -$165M – 301
2023
Q2 		$165M Buy
9,457,608
+224,703
+2% +$3.71M 19.17% 1
2023
Q1 		$149M Buy
9,232,905
+702,150
+8% +$11M 18.56% 1
2022
Q4 		$128M Sell
8,530,755
-750,177
-8% -$11.4M 18.47% 1
2022
Q3 		$131M Buy
9,280,932
+699,015
+8% +$11M 22.29% 1
2022
Q2 		$128M Sell
8,581,917
-999
-0% -$16.2K 23.3% 1
2022
Q1 		$154M Buy
8,582,916
+374,274
+5% +$6.63M 24.79% 1
2021
Q4 		$156M Buy
8,208,642
+950,832
+13% +$17.6M 24% 1
2021
Q3 		$126M Sell
7,257,810
-201,840
-3% -$3.6M 20.5% 1
2021
Q2 		$129M Buy
7,459,650
+2,235,558
+43% +$37.7M 19.18% 1
2021
Q1 		$83.6M Buy
+5,224,092
New +$81.8M 14.24% 1

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

Koss-Olinger Consulting's SCHX Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Schwab US Large- Cap ETF (SCHX) stake by 4.9% in Q1 2026, buying an estimated $13.2M and bringing the position to 10,490,753 shares worth $269M. The position accounts for 22.55% of the portfolio, ranked #1.

Koss-Olinger Consulting first reported a position in SCHX in Q1 2021 and has held it in 19 quarters since. The position peaked at $269M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Koss-Olinger Consulting held 10,490,753 shares of Schwab US Large- Cap ETF worth $269M as of Q1 2026.
  • Koss-Olinger Consulting bought 492,244 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.2M.
  • Schwab US Large- Cap ETF made up 22.55% of Koss-Olinger Consulting's portfolio in Q1 2026, its #1 holding.
  • Koss-Olinger Consulting first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Schwab US Large- Cap ETF position peaked at $269M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.