Madison Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Madison Wealth Partners’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	$487K	Buy	18,984 +9,901	+109%	+$266K	0.08%	119
2025 Q4	$244K	Sell	9,083 -744	-8%	-$19.9K	0.04%	171
2025 Q3	$259K	Buy	9,827 +5	+0.1%	+$127	0.05%	143
2025 Q2	$240K	Buy	9,822 +6	+0.1%	+$136	0.05%	147
2025 Q1	$217K	Sell	9,816 -41	-0.4%	-$954	0.05%	147
2024 Q4	$228K	Sell	9,857 -58	-0.6%	-$1.35K	0.06%	140
2024 Q3	$224K	Buy	+9,915	New	+$216K	0.07%	139

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

Madison Wealth Partners's SCHX Position: Q1 2026 in Review

Madison Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 109% in Q1 2026, buying an estimated $266K and bringing the position to 18,984 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #119.

Madison Wealth Partners first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Madison Wealth Partners held 18,984 shares of Schwab US Large- Cap ETF worth $487K as of Q1 2026.
Madison Wealth Partners bought 9,901 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $266K.
Schwab US Large- Cap ETF made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #119 holding.
Madison Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.