Money Concepts Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Money Concepts Capital’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	$637K	Buy	24,852 +10,689	+75%	+$287K	0.04%	346
2025 Q4	$381K	Buy	14,163 +501	+4%	+$13.4K	0.02%	392
2025 Q3	$360K	Buy	13,662 +150	+1%	+$3.81K	0.02%	361
2025 Q2	$330K	Buy	13,512 +55	+0.4%	+$1.24K	0.02%	359
2025 Q1	$297K	Sell	13,457 -96,444	-88%	-$2.25M	0.02%	356
2024 Q4	$2.55M	Buy	109,901 +96,350	+711%	+$2.25M	0.19%	125
2024 Q3	$306K	Sell	13,551 -137,493	-91%	-$3M	0.02%	345
2024 Q2	$3.23M	Buy	151,044 +137,268	+996%	+$2.84M	0.27%	86
2024 Q1	$285K	Buy	+13,776	New	+$271K	0.03%	341
2023 Q1	–	Sell	-8,424	Closed	-$127K	–	2465
2022 Q4	$127K	Buy	8,424 +1,584	+23%	+$24K	0.01%	877
2022 Q3	$97K	Sell	6,840 -10,314	-60%	-$162K	0.01%	582
2022 Q2	$258K	Sell	17,154 -6,786	-28%	-$110K	0.02%	361
2022 Q1	$430K	Sell	23,940 -26,400	-52%	-$467K	0.02%	487
2021 Q4	$955K	Buy	+50,340	New	+$930K	0.08%	215
2021 Q1	$571K	Hold	35,700	–	–	0.05%	296
2020 Q4	$541K	Buy	+35,700	New	+$511K	0.05%	272

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

Money Concepts Capital's SCHX Position: Q1 2026 in Review

Money Concepts Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 75% in Q1 2026, buying an estimated $287K and bringing the position to 24,852 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #346.

Money Concepts Capital first reported a position in SCHX in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.23M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Money Concepts Capital held 24,852 shares of Schwab US Large- Cap ETF worth $637K as of Q1 2026.
Money Concepts Capital bought 10,689 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $287K.
Schwab US Large- Cap ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #346 holding.
Money Concepts Capital first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 16 quarters since.
Money Concepts Capital's Schwab US Large- Cap ETF position peaked at $3.23M in Q2 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.