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Luminist Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Luminist Capital’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
-1,000
Closed -$26.9K – 249
2025
Q4 		$26.9K Hold
1,000
– – 0.03% 98
2025
Q3 		$26.4K Hold
1,000
– – 0.02% 139
2025
Q2 		$24.5K Buy
+1,000
New +$22.6K 0.02% 122

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 $1.81B AUM 22.3% 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

Luminist Capital's SCHX Position: Q1 2026 in Review

Luminist Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 1,000 shares — an estimated $26.9K sold.

Luminist Capital first reported a position in SCHX in Q2 2025 and held it in 3 quarters. The position peaked at $26.9K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Luminist Capital reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Luminist Capital sold 1,000 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $26.9K.
  • Luminist Capital first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 3 quarters.
  • Luminist Capital's Schwab US Large- Cap ETF position peaked at $26.9K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.