McIlrath & Eck’s Schwab US Large- Cap ETF SCHX Stock Holding History

McIlrath & Eck’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	$77.6K	Buy	3,028 +7	+0.2%	+$188	0.01%	429
2025 Q4	$81.3K	Buy	3,021 +554	+22%	+$14.8K	0.01%	273
2025 Q3	$65K	Buy	2,467 +19	+0.8%	+$482	0.01%	271
2025 Q2	$59.8K	Hold	2,448	–	–	0.01%	283
2025 Q1	$54.1K	Hold	2,448	–	–	0.01%	296
2024 Q4	$56.7K	Hold	2,448	–	–	0.01%	280
2024 Q3	$55.4K	Hold	2,448	–	–	0.01%	291
2024 Q2	$52.4K	Hold	2,448	–	–	0.01%	265
2024 Q1	$50.6K	Hold	2,448	–	–	0.01%	271
2023 Q4	$46K	Hold	2,448	–	–	0.01%	266
2023 Q3	$41.3K	Hold	2,448	–	–	0.01%	287
2023 Q2	$42.7K	Sell	2,448 -174	-7%	-$2.87K	0.01%	285
2023 Q1	$42.3K	Buy	2,622 +174	+7%	+$2.74K	0.01%	282
2022 Q4	$36.8K	Hold	2,448	–	–	0.01%	303
2022 Q3	$35K	Hold	2,448	–	–	0.01%	308
2022 Q2	$36K	Buy	+2,448	New	+$39.7K	0.01%	292
2021 Q4	–	Sell	-72	Closed	-$1K	–	838
2021 Q3	$1K	Hold	72	–	–	﹤0.01%	776
2021 Q2	$1K	Hold	72	–	–	﹤0.01%	767
2021 Q1	$1K	Hold	72	–	–	﹤0.01%	729
2020 Q4	$1K	Hold	72	–	–	﹤0.01%	663
2020 Q3	$1K	Sell	72 -150	-68%	-$1.99K	﹤0.01%	643
2020 Q2	$3K	Hold	222	–	–	﹤0.01%	560
2020 Q1	$2K	Hold	222	–	–	﹤0.01%	575
2019 Q4	$3K	Buy	222 +204	+1,133%	+$2.5K	﹤0.01%	542
2019 Q3	$0	Hold	18	–	–	﹤0.01%	660
2019 Q2	$0	Hold	18	–	–	﹤0.01%	631
2019 Q1	$0	Hold	18	–	–	﹤0.01%	636
2018 Q4	$0	Hold	18	–	–	﹤0.01%	576
2018 Q3	$0	Hold	18	–	–	﹤0.01%	570
2018 Q2	$0	Hold	18	–	–	﹤0.01%	554
2018 Q1	$0	Hold	18	–	–	﹤0.01%	519
2017 Q4	$0	Buy	+18	New	+$186	﹤0.01%	546

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

McIlrath & Eck's SCHX Position: Q1 2026 in Review

McIlrath & Eck increased its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q1 2026, buying an estimated $188 and bringing the position to 3,028 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #429.

McIlrath & Eck first reported a position in SCHX in Q4 2017 and has held it in 32 quarters since. The position peaked at $81.3K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

McIlrath & Eck held 3,028 shares of Schwab US Large- Cap ETF worth $77.6K as of Q1 2026.
McIlrath & Eck bought 7 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $188.
Schwab US Large- Cap ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #429 holding.
McIlrath & Eck first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 32 quarters since.
McIlrath & Eck's Schwab US Large- Cap ETF position peaked at $81.3K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.