L.J. Altfest & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

L.J. Altfest & Co’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	$428K	Buy	16,703 +195	+1%	+$5.23K	0.05%	237
2025 Q4	$444K	Buy	16,508 +167	+1%	+$4.46K	0.05%	240
2025 Q3	$430K	Buy	16,341 +227	+1%	+$5.76K	0.05%	244
2025 Q2	$394K	Sell	16,114 -4,833	-23%	-$109K	0.05%	249
2025 Q1	$463K	Buy	20,947 +108	+0.5%	+$2.51K	0.06%	230
2024 Q4	$483K	Sell	20,839 -584	-3%	-$13.6K	0.06%	212
2024 Q3	$485K	Sell	21,423 -54	-0.3%	-$1.18K	0.06%	212
2024 Q2	$460K	Buy	21,477 +3,450	+19%	+$71.3K	0.06%	208
2024 Q1	$373K	Buy	18,027 +5,400	+43%	+$106K	0.05%	227
2023 Q4	$237K	Buy	+12,627	New	+$222K	0.03%	276
2017 Q3	–	Sell	-21,522	Closed	-$207K	–	147
2017 Q2	$207K	Sell	21,522 -425,082	-95%	-$4.05M	0.13%	134
2017 Q1	$4.19M	Buy	+446,604	New	+$4.13M	1.66%	8

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

L.J. Altfest & Co's SCHX Position: Q1 2026 in Review

L.J. Altfest & Co increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, buying an estimated $5.23K and bringing the position to 16,703 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #237.

L.J. Altfest & Co first reported a position in SCHX in Q1 2017 and has held it in 12 quarters since. The position peaked at $4.19M in Q1 2017. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

L.J. Altfest & Co held 16,703 shares of Schwab US Large- Cap ETF worth $428K as of Q1 2026.
L.J. Altfest & Co bought 195 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.23K.
Schwab US Large- Cap ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q1 2026, its #237 holding.
L.J. Altfest & Co first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 12 quarters since.
L.J. Altfest & Co's Schwab US Large- Cap ETF position peaked at $4.19M in Q1 2017.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.