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Naples Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Naples Global 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 		$3.87M Sell
150,791
-7,140
-5% -$192K 0.28% 96
2025
Q4 		$4.25M Buy
157,931
+7,187
+5% +$192K 0.32% 86
2025
Q3 		$3.97M Buy
150,744
+1,965
+1% +$49.9K 0.31% 91
2025
Q2 		$3.64M Buy
148,779
+2,851
+2% +$64.5K 0.31% 91
2025
Q1 		$3.22M Sell
145,928
-14,509
-9% -$338K 0.31% 94
2024
Q4 		$3.72M Sell
160,437
-8,520
-5% -$199K 0.35% 84
2024
Q3 		$3.82M Buy
168,957
+8,112
+5% +$177K 0.36% 83
2024
Q2 		$3.45M Buy
160,845
+2,787
+2% +$57.6K 0.35% 82
2024
Q1 		$3.27M Buy
158,058
+13,998
+10% +$276K 0.33% 86
2023
Q4 		$2.71M Buy
144,060
+20,889
+17% +$367K 0.3% 97
2023
Q3 		$2.08M Buy
123,171
+12,006
+11% +$211K 0.25% 116
2023
Q2 		$1.94M Sell
111,165
-351
-0.3% -$5.79K 0.23% 122
2023
Q1 		$1.8M Buy
111,516
+675
+0.6% +$10.6K 0.22% 137
2022
Q4 		$1.67M Buy
110,841
+11,607
+12% +$176K 0.21% 143
2022
Q3 		$1.4M Buy
99,234
+825
+0.8% +$12.9K 0.19% 156
2022
Q2 		$1.47M Buy
98,409
+2,577
+3% +$41.8K 0.19% 156
2022
Q1 		$1.72M Buy
95,832
+3,690
+4% +$65.3K 0.2% 152
2021
Q4 		$1.75M Buy
92,142
+4,476
+5% +$82.7K 0.2% 144
2021
Q3 		$1.52M Buy
87,666
+4,932
+6% +$88K 0.2% 145
2021
Q2 		$1.43M Sell
82,734
-708
-0.8% -$11.9K 0.2% 147
2021
Q1 		$1.33M Buy
83,442
+16,740
+25% +$262K 0.2% 147
2020
Q4 		$1.01M Buy
66,702
+3,828
+6% +$54.8K 0.17% 160
2020
Q3 		$845K Buy
62,874
+2,262
+4% +$30.1K 0.16% 162
2020
Q2 		$749K Buy
60,612
+2,730
+5% +$31.8K 0.16% 164
2020
Q1 		$591K Buy
57,882
+9,144
+19% +$111K 0.15% 178
2019
Q4 		$624K Buy
48,738
+17,022
+54% +$209K 0.13% 199
2019
Q3 		$375K Buy
31,716
+5,394
+20% +$63.6K 0.09% 245
2019
Q2 		$308K Buy
+26,322
New +$302K 0.07% 260

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 $1.54B AUM 16.9% 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

Naples Global Advisors's SCHX Position: Q1 2026 in Review

Naples Global Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q1 2026, selling an estimated $192K and leaving 150,791 shares worth $3.87M. The position accounts for 0.28% of the portfolio, ranked #96.

Naples Global Advisors first reported a position in SCHX in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.25M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Naples Global Advisors held 150,791 shares of Schwab US Large- Cap ETF worth $3.87M as of Q1 2026.
  • Naples Global Advisors sold 7,140 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $192K.
  • Schwab US Large- Cap ETF made up 0.28% of Naples Global Advisors's portfolio in Q1 2026, its #96 holding.
  • Naples Global Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Naples Global Advisors's Schwab US Large- Cap ETF position peaked at $4.25M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.