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

Lee 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 		$8.84M Sell
344,613
-10,586
-3% -$284K 1.25% 13
2025
Q4 		$9.56M Sell
355,199
-143
-0% -$3.82K 1.29% 12
2025
Q3 		$9.36M Buy
355,342
+8,614
+2% +$219K 1.17% 13
2025
Q2 		$8.47M Buy
346,728
+2,455
+0.7% +$55.5K 1.22% 13
2025
Q1 		$7.6M Sell
344,273
-4,977
-1% -$116K 1.16% 14
2024
Q4 		$8.1M Sell
349,250
-5,416
-2% -$126K 1.14% 14
2024
Q3 		$8.02M Sell
354,666
-1,137
-0.3% -$24.8K 1.14% 14
2024
Q2 		$7.64M Buy
355,803
+2,391
+0.7% +$49.4K 1.25% 15
2024
Q1 		$7.31M Sell
353,412
-8,661
-2% -$171K 1.22% 15
2023
Q4 		$6.81M Sell
362,073
-14,904
-4% -$262K 1.19% 16
2023
Q3 		$6.36M Buy
376,977
+2,121
+0.6% +$37.2K 1.18% 18
2023
Q2 		$6.54M Buy
374,856
+9,852
+3% +$163K 1.15% 20
2023
Q1 		$5.89M Sell
365,004
-7,821
-2% -$123K 1.01% 20
2022
Q4 		$5.61M Buy
372,825
+1,146
+0.3% +$17.3K 0.96% 20
2022
Q3 		$5.25M Sell
371,679
-4,068
-1% -$63.8K 0.98% 18
2022
Q2 		$5.59M Sell
375,747
-38,706
-9% -$627K 1.03% 18
2022
Q1 		$7.44M Sell
414,453
-5,265
-1% -$93.2K 1.33% 16
2021
Q4 		$7.96M Sell
419,718
-378
-0.1% -$6.98K 1.5% 15
2021
Q3 		$7.28M Sell
420,096
-930
-0.2% -$16.6K 1.51% 15
2021
Q2 		$7.3M Sell
421,026
-5,082
-1% -$85.7K 1.55% 15
2021
Q1 		$6.82M Sell
426,108
-2,046
-0.5% -$32.1K 1.62% 14
2020
Q4 		$6.49M Sell
428,154
-119,394
-22% -$1.71M 1.68% 14
2020
Q3 		$7.36M Sell
547,548
-93,036
-15% -$1.24M 2.06% 14
2020
Q2 		$7.91M Sell
640,584
-51,678
-7% -$602K 2.2% 12
2020
Q1 		$7.07M Sell
692,262
-228,258
-25% -$2.77M 2.34% 9
2019
Q4 		$11.8M Buy
920,520
+101,742
+12% +$1.25M 2.55% 12
2019
Q3 		$9.68M Buy
818,778
+23,226
+3% +$274K 2.18% 13
2019
Q2 		$9.31M Buy
795,552
+22,494
+3% +$258K 2.1% 12
2019
Q1 		$8.71M Buy
773,058
+115,968
+18% +$1.26M 2.04% 12
2018
Q4 		$6.54M Buy
657,090
+109,962
+20% +$1.18M 1.75% 15
2018
Q3 		$6.34M Buy
547,128
+57,090
+12% +$649K 1.56% 15
2018
Q2 		$5.31M Buy
490,038
+93,600
+24% +$1.01M 1.25% 16
2018
Q1 		$4.17M Buy
396,438
+210,258
+113% +$2.29M 1.06% 17
2017
Q4 		$1.98M Buy
186,180
+2,628
+1% +$27.2K 0.57% 31
2017
Q3 		$1.84M Buy
183,552
+30,462
+20% +$299K 0.59% 31
2017
Q2 		$1.47M Buy
153,090
+42,480
+38% +$405K 0.54% 41
2017
Q1 		$1.04M Buy
110,610
+69,714
+170% +$644K 0.41% 57
2016
Q4 		$363K Buy
+40,896
New +$355K 0.2% 82

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

Lee Financial's SCHX Position: Q1 2026 in Review

Lee Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2026, selling an estimated $284K and leaving 344,613 shares worth $8.84M. The position accounts for 1.25% of the portfolio, ranked #13.

Lee Financial first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.8M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Lee Financial held 344,613 shares of Schwab US Large- Cap ETF worth $8.84M as of Q1 2026.
  • Lee Financial sold 10,586 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $284K.
  • Schwab US Large- Cap ETF made up 1.25% of Lee Financial's portfolio in Q1 2026, its #13 holding.
  • Lee Financial first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Lee Financial's Schwab US Large- Cap ETF position peaked at $11.8M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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