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

Northern Financial 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	$399K	Buy	15,556 +7,836	+102%	+$210K	0.29%	86
2025 Q4	$208K	Sell	7,720 -6,723	-47%	-$180K	0.24%	88
2025 Q3	$380K	Buy	14,443 +422	+3%	+$10.7K	0.2%	96
2025 Q2	$343K	Buy	14,021 +165	+1%	+$3.73K	0.26%	86
2025 Q1	$306K	Buy	13,856 +575	+4%	+$13.4K	0.25%	85
2024 Q4	$308K	Sell	13,281 -2,616	-16%	-$61K	0.25%	91
2024 Q3	$360K	Buy	15,897 +318	+2%	+$6.93K	0.27%	86
2024 Q2	$334K	Sell	15,579 -3,384	-18%	-$69.9K	0.27%	88
2024 Q1	$392K	Sell	18,963 -6,927	-27%	-$136K	0.31%	87
2023 Q4	$487K	Buy	+25,890	New	+$455K	0.41%	76

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

Northern Financial Advisors's SCHX Position: Q1 2026 in Review

Northern Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 102% in Q1 2026, buying an estimated $210K and bringing the position to 15,556 shares worth $399K. The position accounts for 0.29% of the portfolio, ranked #86.

Northern Financial Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $487K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Northern Financial Advisors held 15,556 shares of Schwab US Large- Cap ETF worth $399K as of Q1 2026.
Northern Financial Advisors bought 7,836 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $210K.
Schwab US Large- Cap ETF made up 0.29% of Northern Financial Advisors's portfolio in Q1 2026, its #86 holding.
Northern Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Northern Financial Advisors's Schwab US Large- Cap ETF position peaked at $487K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.