Legacy Financial Group (Oklahoma)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Financial Group (Oklahoma)’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	$6.19M	Sell	241,326 -4,370	-2%	-$117K	1.64%	17
2025 Q4	$6.61M	Sell	245,696 -2,167	-0.9%	-$57.9K	1.73%	16
2025 Q3	$6.53M	Sell	247,863 -9,794	-4%	-$249K	1.79%	16
2025 Q2	$6.3M	Sell	257,657 -6,149	-2%	-$139K	1.86%	16
2025 Q1	$5.82M	Sell	263,806 -9,215	-3%	-$215K	1.87%	16
2024 Q4	$6.33M	Sell	273,021 -552,759	-67%	-$12.9M	2.04%	15
2024 Q3	$6.18M	Buy	825,780 +541,089	+190%	+$11.8M	2.1%	15
2024 Q2	$6.1M	Sell	284,691 -8,745	-3%	-$181K	2.31%	15
2024 Q1	$6.07M	Sell	293,436 -19,053	-6%	-$375K	2.39%	13
2023 Q4	$5.87M	Sell	312,489 -7,713	-2%	-$135K	2.56%	15
2023 Q3	$5.4M	Sell	320,202 -19,404	-6%	-$340K	2.67%	16
2023 Q2	$5.93M	Sell	339,606 -11,184	-3%	-$185K	2.96%	13
2023 Q1	$5.66M	Sell	350,790 -7,284	-2%	-$115K	3.13%	15
2022 Q4	$5.39M	Buy	+358,074	New	+$5.42M	3.32%	11

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

Legacy Financial Group (Oklahoma)'s SCHX Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, selling an estimated $117K and leaving 241,326 shares worth $6.19M. The position accounts for 1.64% of the portfolio, ranked #17.

Legacy Financial Group (Oklahoma) first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.61M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Legacy Financial Group (Oklahoma) held 241,326 shares of Schwab US Large- Cap ETF worth $6.19M as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 4,370 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $117K.
Schwab US Large- Cap ETF made up 1.64% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #17 holding.
Legacy Financial Group (Oklahoma) first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Schwab US Large- Cap ETF position peaked at $6.61M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.