Medallion Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Medallion Wealth Advisors’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	$8.1M	Buy	316,014 +41,353	+15%	+$1.11M	2.65%	4
2025 Q4	$7.39M	Buy	274,661 +33,917	+14%	+$906K	2.48%	3
2025 Q3	$6.34M	Buy	240,744 +29,100	+14%	+$739K	2.25%	5
2025 Q2	$5.18M	Buy	211,644 +32,612	+18%	+$737K	2%	5
2025 Q1	$3.97M	Buy	179,032 +44,244	+33%	+$1.03M	1.8%	5
2024 Q4	$3.12M	Buy	+134,788	New	+$3.14M	1.55%	11

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

Medallion Wealth Advisors's SCHX Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q1 2026, buying an estimated $1.11M and bringing the position to 316,014 shares worth $8.1M. The position accounts for 2.65% of the portfolio, ranked #4.

Medallion Wealth Advisors first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Medallion Wealth Advisors held 316,014 shares of Schwab US Large- Cap ETF worth $8.1M as of Q1 2026.
Medallion Wealth Advisors bought 41,353 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.11M.
Schwab US Large- Cap ETF made up 2.65% of Medallion Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Medallion Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.