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

Optima Capital’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 		– Sell
-1,062
Closed -$28.6K – 1079
2025
Q4 		$28.6K Buy
+1,062
New +$28.4K 0.01% 380
2025
Q1 		– Sell
-20,610
Closed -$478K – 161
2024
Q4 		$478K Buy
+20,610
New +$480K 0.33% 85

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

Optima Capital's SCHX Position: Q1 2026 in Review

Optima Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 1,062 shares — an estimated $28.6K sold.

Optima Capital first reported a position in SCHX in Q4 2024 and held it in 2 quarters. The position peaked at $478K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Optima Capital reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,062 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $28.6K.
  • Optima Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's Schwab US Large- Cap ETF position peaked at $478K in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.