OHWP
SCHX icon

Oak Harbor Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oak Harbor Wealth Partners’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 		$396K Buy
15,436
+7,995
+107% +$214K 0.09% 153
2025
Q4 		$200K Buy
7,441
+7,075
+1,933% +$189K 0.05% 195
2025
Q3 		$9.64K Buy
366
+348
+1,933% +$8.84K ﹤0.01% 236
2025
Q2 		$440 Buy
+18
New +$407 ﹤0.01% 243
2023
Q3 		– Sell
-4,677
Closed -$81.6K – 230
2023
Q2 		$81.6K Buy
+4,677
New +$77.2K 0.03% 185

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

Oak Harbor Wealth Partners's SCHX Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 107% in Q1 2026, buying an estimated $214K and bringing the position to 15,436 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #153.

Oak Harbor Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 5 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Oak Harbor Wealth Partners held 15,436 shares of Schwab US Large- Cap ETF worth $396K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 7,995 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $214K.
  • Schwab US Large- Cap ETF made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #153 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 5 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.