Michels Family Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Michels Family Financial’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	$1.16M	Buy	45,196 +124	+0.3%	+$3.33K	0.84%	37
2025 Q4	$1.21M	Sell	45,072 -89	-0.2%	-$2.38K	0.89%	33
2025 Q3	$1.19M	Buy	45,161 +114	+0.3%	+$2.9K	0.93%	32
2025 Q2	$1.1M	Sell	45,047 -753	-2%	-$17K	0.94%	32
2025 Q1	$1.01M	Sell	45,800 -301	-0.7%	-$7.01K	0.91%	31
2024 Q4	$1.07M	Buy	+46,101	New	+$1.07M	0.98%	27

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

Michels Family Financial's SCHX Position: Q1 2026 in Review

Michels Family Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.28% in Q1 2026, buying an estimated $3.33K and bringing the position to 45,196 shares worth $1.16M. The position accounts for 0.84% of the portfolio, ranked #37.

Michels Family Financial first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Michels Family Financial held 45,196 shares of Schwab US Large- Cap ETF worth $1.16M as of Q1 2026.
Michels Family Financial bought 124 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.33K.
Schwab US Large- Cap ETF made up 0.84% of Michels Family Financial's portfolio in Q1 2026, its #37 holding.
Michels Family Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Schwab US Large- Cap ETF position peaked at $1.21M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.