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

Oakwell Private 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 		$8.39M Sell
327,257
-589
-0.2% -$15.8K 1.5% 15
2025
Q4 		$8.82M Hold
327,846
– – 1.65% 13
2025
Q3 		$8.64M Sell
327,846
-344
-0.1% -$8.74K 1.73% 10
2025
Q2 		$8.02M Sell
328,190
-876
-0.3% -$19.8K 1.85% 11
2025
Q1 		$7.27M Sell
329,066
-3,497
-1% -$81.4K 2.01% 11
2024
Q4 		$7.71M Sell
332,563
-4,718
-1% -$110K 2.16% 9
2024
Q3 		$7.63M Sell
337,281
-8,334
-2% -$182K 2.19% 10
2024
Q2 		$7.4M Sell
345,615
-1,086
-0.3% -$22.4K 2.09% 11
2024
Q1 		$7.17M Sell
346,701
-933
-0.3% -$18.4K 2.18% 10
2023
Q4 		$6.54M Sell
347,634
-186
-0.1% -$3.27K 2.28% 11
2023
Q3 		$5.87M Buy
347,820
+33
+0% +$579 2.49% 10
2023
Q2 		$6.07M Sell
347,787
-504
-0.1% -$8.32K 2.54% 9
2023
Q1 		$5.62M Sell
348,291
-9
-0% -$142 2.56% 11
2022
Q4 		$5.24M Sell
348,300
-19,893
-5% -$301K 2.5% 13
2022
Q3 		$5.2M Buy
368,193
+17,853
+5% +$280K 2.88% 11
2022
Q2 		$5.21M Sell
350,340
-22,245
-6% -$360K 2.97% 9
2022
Q1 		$6.69M Sell
372,585
-249
-0.1% -$4.41K 3.36% 7
2021
Q4 		$7.07M Sell
372,834
-1,206
-0.3% -$22.3K 3.52% 8
2021
Q3 		$6.49M Sell
374,040
-10,812
-3% -$193K 3.51% 9
2021
Q2 		$6.67M Sell
384,852
-10,038
-3% -$169K 4.28% 6
2021
Q1 		$6.32M Sell
394,890
-3,090
-0.8% -$48.4K 4.48% 6
2020
Q4 		$6.03M Buy
+397,980
New +$5.7M 4.74% 6

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

Oakwell Private Wealth Management's SCHX Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q1 2026, selling an estimated $15.8K and leaving 327,257 shares worth $8.39M. The position accounts for 1.5% of the portfolio, ranked #15.

Oakwell Private Wealth Management first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.82M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Oakwell Private Wealth Management held 327,257 shares of Schwab US Large- Cap ETF worth $8.39M as of Q1 2026.
  • Oakwell Private Wealth Management sold 589 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $15.8K.
  • Schwab US Large- Cap ETF made up 1.5% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Oakwell Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Oakwell Private Wealth Management's Schwab US Large- Cap ETF position peaked at $8.82M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.