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Nolet Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nolet Wealth Management’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
-20,860
Closed -$561K – 98
2025
Q4 		$561K Buy
+20,860
New +$557K 0.31% 46

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Nolet Wealth Management's SCHX Position: Q1 2026 in Review

Nolet Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 20,860 shares — an estimated $561K sold.

Nolet Wealth Management first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $561K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Nolet Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Nolet Wealth Management sold 20,860 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $561K.
  • Nolet Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Nolet Wealth Management's Schwab US Large- Cap ETF position peaked at $561K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Nolet Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.