New Republic Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

New Republic 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	$25.1K	Hold	978	–	–	0.01%	283
2025 Q4	$26.3K	Hold	978	–	–	0.01%	341
2025 Q3	$25.8K	Hold	978	–	–	0.01%	238
2025 Q2	$23.9K	Hold	978	–	–	0.01%	221
2025 Q1	$21.6K	Hold	978	–	–	0.01%	213
2024 Q4	$22.7K	Hold	978	–	–	0.01%	203
2024 Q3	$22.1K	Buy	+978	New	+$21.3K	0.01%	206
2024 Q2	–	Sell	-978	Closed	-$20.2K	–	257
2024 Q1	$20.2K	Sell	978 -4,302	-81%	-$84.7K	0.01%	198
2023 Q4	$99.3K	Hold	5,280	–	–	0.07%	175
2023 Q3	$89.1K	Hold	5,280	–	–	0.07%	156
2023 Q2	$92.2K	Hold	5,280	–	–	0.06%	166
2023 Q1	$85.1K	Buy	+5,280	New	+$83.1K	0.06%	158

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

New Republic Capital's SCHX Position: Q1 2026 in Review

New Republic Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 978 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #283.

New Republic Capital first reported a position in SCHX in Q1 2023 and has held it in 12 quarters since. The position peaked at $99.3K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

New Republic Capital held 978 shares of Schwab US Large- Cap ETF worth $25.1K as of Q1 2026.
New Republic Capital left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of New Republic Capital's portfolio in Q1 2026, its #283 holding.
New Republic Capital first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 12 quarters since.
New Republic Capital's Schwab US Large- Cap ETF position peaked at $99.3K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on New Republic Capital's 13F filing for Q1 2026, filed 1 May 2026.