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

KW 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 		– Sell
-20,585
Closed -$554K – 48
2025
Q4 		$554K Sell
20,585
-100
-0.5% -$2.67K 0.84% 32
2025
Q3 		$545K Buy
+20,685
New +$525K 0.93% 30

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

KW Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 20,585 shares — an estimated $554K sold.

KW Wealth Management first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $554K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • KW Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 20,585 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $554K.
  • KW Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Schwab US Large- Cap ETF position peaked at $554K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.