OFS
SCHX icon

OneAscent Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

OneAscent Financial Services’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 		$286K Buy
11,170
+1,643
+17% +$44.1K 0.02% 469
2025
Q4 		$256K Buy
9,527
+570
+6% +$15.2K 0.02% 390
2025
Q3 		$236K Sell
8,957
-226
-2% -$5.74K 0.03% 357
2025
Q2 		$224K Buy
+9,183
New +$208K 0.02% 490

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

OneAscent Financial Services's SCHX Position: Q1 2026 in Review

OneAscent Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q1 2026, buying an estimated $44.1K and bringing the position to 11,170 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #469.

OneAscent Financial Services first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • OneAscent Financial Services held 11,170 shares of Schwab US Large- Cap ETF worth $286K as of Q1 2026.
  • OneAscent Financial Services bought 1,643 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $44.1K.
  • Schwab US Large- Cap ETF made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #469 holding.
  • OneAscent Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.