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Navalign LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Navalign LLC’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 		– Sell
-2,403
Closed -$64.7K – 408
2025
Q4 		$64.7K Buy
+2,403
New +$64.2K 0.02% 181

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HSA
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MGIA
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Northwestern Mutual Wealth Management
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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 $1.81B AUM 22.3% 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

Navalign LLC's SCHX Position: Q1 2026 in Review

Navalign LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 2,403 shares — an estimated $64.7K sold.

Navalign LLC first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $64.7K in Q4 2025. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Navalign LLC reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 2,403 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $64.7K.
  • Navalign LLC first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Schwab US Large- Cap ETF position peaked at $64.7K in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.