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Novare Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Novare Capital 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 		$952K Buy
37,140
+2,296
+7% +$61.6K 0.08% 113
2025
Q4 		$938K Sell
34,844
-38,434
-52% -$1.03M 0.07% 115
2025
Q3 		$1.93M Sell
73,278
-186
-0.3% -$4.72K 0.15% 91
2025
Q2 		$1.8M Sell
73,464
-3,973
-5% -$89.8K 0.15% 96
2025
Q1 		$1.71M Sell
77,437
-1,043
-1% -$24.3K 0.15% 97
2024
Q4 		$1.82M Sell
78,480
-330
-0.4% -$7.69K 0.15% 94
2024
Q3 		$1.78M Buy
78,810
+105
+0.1% +$2.29K 0.15% 94
2024
Q2 		$1.69M Hold
78,705
– – 0.15% 95
2024
Q1 		$1.63M Buy
78,705
+38,676
+97% +$761K 0.15% 97
2023
Q4 		$753K Buy
40,029
+186
+0.5% +$3.27K 0.08% 115
2023
Q3 		$672K Buy
39,843
+906
+2% +$15.9K 0.08% 113
2023
Q2 		$680K Buy
38,937
+1,677
+5% +$27.7K 0.07% 119
2023
Q1 		$601K Sell
37,260
-756
-2% -$11.9K 0.07% 118
2022
Q4 		$572K Buy
38,016
+63
+0.2% +$954 0.07% 121
2022
Q3 		$536K Sell
37,953
-30
-0.1% -$471 0.07% 115
2022
Q2 		$565K Sell
37,983
-3,453
-8% -$56K 0.07% 116
2022
Q1 		$744K Sell
41,436
-612
-1% -$10.8K 0.08% 109
2021
Q4 		$798K Buy
42,048
+5,538
+15% +$102K 0.08% 100
2021
Q3 		$633K Sell
36,510
-762
-2% -$13.6K 0.07% 102
2021
Q2 		$646K Hold
37,272
– – 0.07% 100
2021
Q1 		$597K Sell
37,272
-648
-2% -$10.2K 0.07% 98
2020
Q4 		$575K Sell
37,920
-930
-2% -$13.3K 0.07% 101
2020
Q3 		$522K Sell
38,850
-10,674
-22% -$142K 0.07% 106
2020
Q2 		$612K Buy
49,524
+3,228
+7% +$37.6K 0.09% 105
2020
Q1 		$473K Sell
46,296
-1,650
-3% -$20K 0.08% 107
2019
Q4 		$614K Buy
47,946
+1,872
+4% +$22.9K 0.09% 115
2019
Q3 		$545K Buy
46,074
+5,640
+14% +$66.5K 0.08% 114
2019
Q2 		$473K Buy
40,434
+9,840
+32% +$113K 0.07% 118
2019
Q1 		$345K Buy
30,594
+3,654
+14% +$39.6K 0.05% 121
2018
Q4 		$268K Sell
26,940
-8,868
-25% -$95.2K 0.05% 129
2018
Q3 		$415K Buy
35,808
+360
+1% +$4.09K 0.07% 123
2018
Q2 		$384K Sell
35,448
-108
-0.3% -$1.17K 0.07% 125
2018
Q1 		$374K Buy
35,556
+4,182
+13% +$45.5K 0.07% 127
2017
Q4 		$334K Sell
31,374
-1,032
-3% -$10.7K 0.06% 129
2017
Q3 		$324K Buy
32,406
+1,368
+4% +$13.4K 0.06% 131
2017
Q2 		$299K Sell
31,038
-214,254
-87% -$2.04M 0.07% 105
2017
Q1 		$2.3M Buy
245,292
+8,442
+4% +$78K 0.53% 72
2016
Q4 		$2.1M Sell
236,850
-35,610
-13% -$309K 0.52% 71
2016
Q3 		$2.34M Sell
272,460
-157,158
-37% -$1.35M 0.61% 69
2016
Q2 		$3.56M Buy
+429,618
New +$3.53M 0.96% 50

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

Novare Capital Management's SCHX Position: Q1 2026 in Review

Novare Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6.6% in Q1 2026, buying an estimated $61.6K and bringing the position to 37,140 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #113.

Novare Capital Management first reported a position in SCHX in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.56M in Q2 2016. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Novare Capital Management held 37,140 shares of Schwab US Large- Cap ETF worth $952K as of Q1 2026.
  • Novare Capital Management bought 2,296 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $61.6K.
  • Schwab US Large- Cap ETF made up 0.08% of Novare Capital Management's portfolio in Q1 2026, its #113 holding.
  • Novare Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Novare Capital Management's Schwab US Large- Cap ETF position peaked at $3.56M in Q2 2016.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.