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

Liberty 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	-18,271	Closed	-$491K	–	277
2025 Q4	$491K	Buy	+18,271	New	+$488K	0.06%	135
2025 Q1	–	Sell	-15,873	Closed	-$396K	–	193
2024 Q4	$396K	Buy	+15,873	New	+$370K	0.07%	137
2023 Q2	–	Sell	-286,710	Closed	-$4.52M	–	230
2023 Q1	$4.52M	Buy	+286,710	New	+$4.51M	0.93%	30
2021 Q4	–	Sell	-21,564	Closed	-$374K	–	922
2021 Q3	$374K	Buy	21,564 +21,498	+32,573%	+$383K	0.13%	97
2021 Q2	$1K	Buy	+66	New	+$1.11K	﹤0.01%	1030
2020 Q3	–	Sell	-804	Closed	-$10K	–	946
2020 Q2	$10K	Buy	+804	New	+$9.37K	0.01%	500

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Liberty Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 18,271 shares — an estimated $491K sold.

Liberty Wealth Management first reported a position in SCHX in Q2 2020 and held it in 6 quarters. The position peaked at $4.52M in Q1 2023. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Liberty Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 18,271 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $491K.
Liberty Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 6 quarters.
Liberty Wealth Management's Schwab US Large- Cap ETF position peaked at $4.52M in Q1 2023.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.