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

Osbon Capital 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 		$192K Hold
7,478
– – 0.16% 73
2025
Q4 		$201K Buy
+7,478
New +$200K 0.19% 61

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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

Osbon Capital Management's SCHX Position: Q1 2026 in Review

Osbon Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 7,478 shares worth $192K. The position accounts for 0.16% of the portfolio, ranked #73.

Osbon Capital Management first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Osbon Capital Management held 7,478 shares of Schwab US Large- Cap ETF worth $192K as of Q1 2026.
  • Osbon Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.16% of Osbon Capital Management's portfolio in Q1 2026, its #73 holding.
  • Osbon Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Schwab US Large- Cap ETF position peaked at $201K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.