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NWAM LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

NWAM LLC’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 		$482K Sell
18,815
-231
-1% -$6.2K 0.03% 415
2025
Q4 		$521K Sell
19,046
-669
-3% -$17.9K 0.03% 389
2025
Q3 		$524K Sell
19,715
-823
-4% -$20.9K 0.03% 402
2025
Q2 		$514K Buy
20,538
+308
+2% +$6.96K 0.03% 387
2025
Q1 		$447K Sell
20,230
-1,857
-8% -$43.2K 0.04% 338
2024
Q4 		$512K Sell
22,087
-1,442
-6% -$33.6K 0.03% 375
2024
Q3 		$532K Buy
+23,529
New +$513K 0.03% 370
2024
Q2 		– Sell
-26,043
Closed -$532K – 449
2024
Q1 		$532K Buy
26,043
+12,693
+95% +$250K 0.04% 321
2023
Q4 		$251K Buy
+13,350
New +$234K 0.02% 480
2022
Q2 		– Sell
-18,657
Closed -$335K – 550
2022
Q1 		$335K Sell
18,657
-5,637
-23% -$99.8K 0.03% 401
2021
Q4 		$461K Buy
24,294
+936
+4% +$17.3K 0.04% 343
2021
Q3 		$405K Buy
23,358
+900
+4% +$16.1K 0.04% 357
2021
Q2 		$389K Buy
22,458
+3,420
+18% +$57.7K 0.04% 340
2021
Q1 		$305K Sell
19,038
-7,788
-29% -$122K 0.03% 381
2020
Q4 		$407K Buy
+26,826
New +$384K 0.05% 302
2020
Q3 		– Sell
-27,432
Closed -$339K – 398
2020
Q2 		$339K Buy
+27,432
New +$320K 0.05% 306
2020
Q1 		– Sell
-34,668
Closed -$444K – 412
2019
Q4 		$444K Sell
34,668
-5,946
-15% -$72.9K 0.08% 235
2019
Q3 		$480K Buy
+40,614
New +$479K 0.09% 213
2018
Q2 		– Sell
-21,498
Closed -$226K – 364
2018
Q1 		$226K Buy
21,498
+210
+1% +$2.28K 0.06% 290
2017
Q4 		$226K Buy
21,288
+24
+0.1% +$249 0.06% 274
2017
Q3 		$213K Buy
+21,264
New +$209K 0.06% 291
2017
Q2 		– Sell
-38,808
Closed -$364K – 340
2017
Q1 		$364K Sell
38,808
-51,366
-57% -$475K 0.11% 191
2016
Q4 		$800K Buy
+90,174
New +$783K 0.27% 95

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 $1.54B AUM 16.9% 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

NWAM LLC's SCHX Position: Q1 2026 in Review

NWAM LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, selling an estimated $6.2K and leaving 18,815 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #415.

NWAM LLC first reported a position in SCHX in Q4 2016 and has held it in 23 quarters since. The position peaked at $800K in Q4 2016. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • NWAM LLC held 18,815 shares of Schwab US Large- Cap ETF worth $482K as of Q1 2026.
  • NWAM LLC sold 231 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $6.2K.
  • Schwab US Large- Cap ETF made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #415 holding.
  • NWAM LLC first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 23 quarters since.
  • NWAM LLC's Schwab US Large- Cap ETF position peaked at $800K in Q4 2016.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.