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

NewEdge 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 		$10.4M Sell
406,248
-40,087
-9% -$1.08M 0.04% 446
2025
Q4 		$12M Sell
446,335
-11,317
-2% -$302K 0.04% 381
2025
Q3 		$12.1M Sell
457,652
-2,971
-0.6% -$75.4K 0.05% 349
2025
Q2 		$11.3M Sell
460,623
-8,723
-2% -$197K 0.06% 340
2025
Q1 		$10.4M Sell
469,346
-17,481
-4% -$407K 0.06% 310
2024
Q4 		$11.3M Buy
486,827
+20,606
+4% +$480K 0.07% 284
2024
Q3 		$10.5M Buy
466,221
+46,524
+11% +$1.01M 0.07% 283
2024
Q2 		$8.99M Buy
419,697
+113,388
+37% +$2.34M 0.07% 294
2024
Q1 		$6.34M Buy
306,309
+39,726
+15% +$782K 0.06% 328
2023
Q4 		$5.1M Buy
266,583
+182,154
+216% +$3.2M 0.05% 346
2023
Q3 		$1.42M Buy
84,429
+7,737
+10% +$136K 0.02% 716
2023
Q2 		$1.34M Buy
76,692
+1,281
+2% +$21.2K 0.02% 740
2023
Q1 		$1.21M Buy
75,411
+18,351
+32% +$289K 0.02% 713
2022
Q4 		$845K Buy
57,060
+2,205
+4% +$33.4K 0.02% 566
2022
Q3 		$774K Sell
54,855
-20,199
-27% -$317K 0.01% 756
2022
Q2 		$1.12M Buy
75,054
+8,352
+13% +$135K 0.02% 628
2022
Q1 		$1.2M Sell
66,702
-8,490
-11% -$150K 0.02% 586
2021
Q4 		$1.43M Buy
75,192
+14,778
+24% +$273K 0.02% 574
2021
Q3 		$1.05M Buy
60,414
+21,552
+55% +$384K 0.03% 512
2021
Q2 		$674K Sell
38,862
-780
-2% -$13.2K 0.02% 641
2021
Q1 		$634K Buy
+39,642
New +$621K 0.02% 600

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 $1.81B 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

NewEdge Advisors's SCHX Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9% in Q1 2026, selling an estimated $1.08M and leaving 406,248 shares worth $10.4M. The position accounts for 0.04% of the portfolio, ranked #446.

NewEdge Advisors first reported a position in SCHX in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.1M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • NewEdge Advisors held 406,248 shares of Schwab US Large- Cap ETF worth $10.4M as of Q1 2026.
  • NewEdge Advisors sold 40,087 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.08M.
  • Schwab US Large- Cap ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #446 holding.
  • NewEdge Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Advisors's Schwab US Large- Cap ETF position peaked at $12.1M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.