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Krilogy Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Krilogy Financial’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 		$6.86M Buy
247,920
+520
+0.2% +$13.9K 0.22% 77
2025
Q4 		$6.77M Sell
247,400
-5,723
-2% -$153K 0.23% 71
2025
Q3 		$6.78M Buy
253,123
+15,970
+7% +$406K 0.25% 64
2025
Q2 		$5.8M Sell
237,153
-2,207
-0.9% -$49.9K 0.33% 63
2025
Q1 		$5.29M Sell
239,360
-2,703
-1% -$62.9K 0.34% 59
2024
Q4 		$5.61M Sell
242,063
-72,901
-23% -$1.7M 0.37% 59
2024
Q3 		$7.12M Sell
314,964
-20,844
-6% -$454K 0.49% 48
2024
Q2 		$7.19M Sell
335,808
-1,407
-0.4% -$29.1K 0.53% 42
2024
Q1 		$6.98M Sell
337,215
-1,863
-0.5% -$36.7K 0.54% 44
2023
Q4 		$6.37M Sell
339,078
-16,518
-5% -$290K 0.54% 46
2023
Q3 		$6M Buy
355,596
+3,324
+0.9% +$58.3K 0.55% 41
2023
Q2 		$6.15M Sell
352,272
-5,280
-1% -$87.2K 0.55% 41
2023
Q1 		$5.76M Buy
357,552
+17,883
+5% +$281K 0.48% 44
2022
Q4 		$5.11M Buy
339,669
+44,502
+15% +$674K 0.49% 39
2022
Q3 		$4.17M Buy
295,167
+531
+0.2% +$8.33K 0.5% 33
2022
Q2 		$4.39M Sell
294,636
-1,050
-0.4% -$17K 0.51% 32
2022
Q1 		$5.31M Sell
295,686
-10,704
-3% -$189K 0.54% 37
2021
Q4 		$5.81M Buy
306,390
+1,782
+0.6% +$32.9K 0.59% 31
2021
Q3 		$5.28M Buy
304,608
+1,470
+0.5% +$26.2K 0.53% 33
2021
Q2 		$5.25M Buy
303,138
+6,156
+2% +$104K 0.52% 31
2021
Q1 		$4.75M Sell
296,982
-9,894
-3% -$155K 0.5% 30
2020
Q4 		$4.65M Sell
306,876
-3,534
-1% -$50.6K 0.56% 29
2020
Q3 		$4.17M Sell
310,410
-9,990
-3% -$133K 0.58% 29
2020
Q2 		$3.96M Sell
320,400
-22,572
-7% -$263K 0.61% 27
2020
Q1 		$3.5M Sell
342,972
-20,514
-6% -$249K 0.67% 28
2019
Q4 		$4.65M Buy
363,486
+2,646
+0.7% +$32.4K 0.77% 26
2019
Q3 		$4.27M Sell
360,840
-2,010
-0.6% -$23.7K 0.77% 26
2019
Q2 		$4.25M Sell
362,850
-1,632
-0.4% -$18.7K 0.81% 25
2019
Q1 		$4.11M Sell
364,482
-468
-0.1% -$5.07K 0.87% 22
2018
Q4 		$3.63M Buy
364,950
+151,830
+71% +$1.63M 1% 21
2018
Q3 		$2.47M Buy
213,120
+1,062
+0.5% +$12.1K 0.56% 30
2018
Q2 		$2.3M Sell
212,058
-2,670
-1% -$28.8K 0.58% 31
2018
Q1 		$2.26M Sell
214,728
-31,656
-13% -$344K 0.54% 31
2017
Q4 		$2.62M Buy
246,384
+762
+0.3% +$7.89K 0.63% 24
2017
Q3 		$2.46M Sell
245,622
-21,786
-8% -$214K 0.63% 25
2017
Q2 		$2.58M Sell
267,408
-25,512
-9% -$243K 0.72% 23
2017
Q1 		$2.6M Hold
292,920
– – 0.81% 24
2016
Q4 		$2.6M Sell
292,920
-64,254
-18% -$558K 0.81% 24
2016
Q3 		$3.07M Sell
357,174
-364,626
-51% -$3.13M 0.98% 21
2016
Q2 		$5.99M Buy
721,800
+685,068
+1,865% +$5.63M 2.08% 12
2016
Q1 		$299K Buy
+36,732
New +$284K 0.12% 79
2015
Q4 		– Sell
-10,200
Closed -$78K – 578
2015
Q3 		$78K Buy
+10,200
New +$82.5K 0.04% 157

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

Krilogy Financial's SCHX Position: Q1 2026 in Review

Krilogy Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.21% in Q1 2026, buying an estimated $13.9K and bringing the position to 247,920 shares worth $6.86M. The position accounts for 0.22% of the portfolio, ranked #77.

Krilogy Financial first reported a position in SCHX in Q3 2015 and has held it in 42 quarters since. The position peaked at $7.19M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Krilogy Financial held 247,920 shares of Schwab US Large- Cap ETF worth $6.86M as of Q1 2026.
  • Krilogy Financial bought 520 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.9K.
  • Schwab US Large- Cap ETF made up 0.22% of Krilogy Financial's portfolio in Q1 2026, its #77 holding.
  • Krilogy Financial first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 42 quarters since.
  • Krilogy Financial's Schwab US Large- Cap ETF position peaked at $7.19M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.