Mindset Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mindset Wealth Management’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	$358K	Buy	13,967 +5	+0%	+$134	0.1%	109
2025 Q4	$376K	Buy	13,962 +523	+4%	+$14K	0.1%	109
2025 Q3	$354K	Buy	13,439 +2,754	+26%	+$69.9K	0.1%	107
2025 Q2	$261K	Buy	10,685 +14	+0.1%	+$317	0.09%	126
2025 Q1	$236K	Buy	+10,671	New	+$248K	0.09%	125

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 $1.54B AUM 16.9% 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

Mindset Wealth Management's SCHX Position: Q1 2026 in Review

Mindset Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q1 2026, buying an estimated $134 and bringing the position to 13,967 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #109.

Mindset Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Mindset Wealth Management held 13,967 shares of Schwab US Large- Cap ETF worth $358K as of Q1 2026.
Mindset Wealth Management bought 5 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $134.
Schwab US Large- Cap ETF made up 0.1% of Mindset Wealth Management's portfolio in Q1 2026, its #109 holding.
Mindset Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Mindset Wealth Management's Schwab US Large- Cap ETF position peaked at $376K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.