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McKinley Carter Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

McKinley Carter Wealth Services’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 		$634K Buy
24,738
+13
+0.1% +$349 0.04% 201
2025
Q4 		$665K Sell
24,725
-9,861
-29% -$263K 0.04% 203
2025
Q3 		$911K Sell
34,586
-7,765
-18% -$197K 0.05% 179
2025
Q2 		$1.04M Sell
42,351
-24
-0.1% -$543 0.06% 164
2025
Q1 		$936K Sell
42,375
-3,786
-8% -$88.1K 0.06% 164
2024
Q4 		$1.07M Sell
46,161
-2,328
-5% -$54.3K 0.07% 150
2024
Q3 		$1.1M Buy
48,489
+3,522
+8% +$76.7K 0.07% 152
2024
Q2 		$963K Sell
44,967
-2,715
-6% -$56.1K 0.06% 160
2024
Q1 		$986K Sell
47,682
-768
-2% -$15.1K 0.07% 154
2023
Q4 		$911K Sell
48,450
-120
-0.2% -$2.11K 0.07% 151
2023
Q3 		$819K Sell
48,570
-840
-2% -$14.7K 0.07% 161
2023
Q2 		$863K Buy
49,410
+669
+1% +$11K 0.06% 158
2023
Q1 		$786K Buy
48,741
+15
+0% +$236 0.06% 165
2022
Q4 		$733K Sell
48,726
-198
-0.4% -$3K 0.06% 167
2022
Q3 		$691K Sell
48,924
-1,623
-3% -$25.5K 0.06% 155
2022
Q2 		$752K Buy
50,547
+1,350
+3% +$21.9K 0.07% 160
2022
Q1 		$883K Sell
49,197
-453
-0.9% -$8.02K 0.07% 155
2021
Q4 		$942K Sell
49,650
-1,356
-3% -$25.1K 0.07% 146
2021
Q3 		$884K Sell
51,006
-1,278
-2% -$22.8K 0.07% 149
2021
Q2 		$906K Sell
52,284
-588
-1% -$9.92K 0.07% 148
2021
Q1 		$846K Sell
52,872
-1,920
-4% -$30.1K 0.07% 152
2020
Q4 		$830K Buy
54,792
+6,270
+13% +$89.7K 0.11% 136
2020
Q3 		$652K Sell
48,522
-31,716
-40% -$421K 0.15% 90
2020
Q2 		$991K Sell
80,238
-438
-0.5% -$5.1K 0.24% 71
2020
Q1 		$824K Sell
80,676
-43,470
-35% -$528K 0.25% 76
2019
Q4 		$1.59M Buy
124,146
+10,290
+9% +$126K 0.37% 59
2019
Q3 		$1.35M Buy
113,856
+35,370
+45% +$417K 0.34% 65
2019
Q2 		$918K Buy
78,486
+8,934
+13% +$103K 0.25% 75
2019
Q1 		$784K Sell
69,552
-1,926
-3% -$20.9K 0.22% 84
2018
Q4 		$711K Sell
71,478
-1,152
-2% -$12.4K 0.23% 81
2018
Q3 		$842K Sell
72,630
-5,856
-7% -$66.6K 0.25% 77
2018
Q2 		$850K Buy
78,486
+3,714
+5% +$40K 0.27% 72
2018
Q1 		$786K Buy
74,772
+2,274
+3% +$24.7K 0.26% 77
2017
Q4 		$771K Buy
72,498
+3,564
+5% +$36.9K 0.27% 76
2017
Q3 		$690K Buy
68,934
+22,680
+49% +$223K 0.26% 72
2017
Q2 		$445K Buy
46,254
+17,808
+63% +$170K 0.2% 80
2017
Q1 		$267K Buy
28,446
+3,756
+15% +$34.7K 0.12% 108
2016
Q4 		$219K Buy
+24,690
New +$214K 0.11% 116

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

McKinley Carter Wealth Services's SCHX Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q1 2026, buying an estimated $349 and bringing the position to 24,738 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #201.

McKinley Carter Wealth Services first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.59M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • McKinley Carter Wealth Services held 24,738 shares of Schwab US Large- Cap ETF worth $634K as of Q1 2026.
  • McKinley Carter Wealth Services bought 13 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $349.
  • Schwab US Large- Cap ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #201 holding.
  • McKinley Carter Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • McKinley Carter Wealth Services's Schwab US Large- Cap ETF position peaked at $1.59M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.