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

Outfitter Financial’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 		$2.05M Sell
79,770
-4,880
-6% -$131K 1.58% 19
2025
Q4 		$2.28M Sell
84,650
-3,230
-4% -$86.3K 1.79% 17
2025
Q3 		$2.31M Sell
87,880
-820
-0.9% -$20.8K 1.87% 18
2025
Q2 		$2.17M Buy
88,700
+4,400
+5% +$99.5K 1.85% 20
2025
Q1 		$1.86M Buy
84,300
+780
+0.9% +$18.2K 1.68% 24
2024
Q4 		$1.94M Sell
83,520
-375
-0.4% -$8.74K 1.55% 25
2024
Q3 		$1.9M Sell
83,895
-4,860
-5% -$106K 1.57% 24
2024
Q2 		$1.9M Sell
88,755
-3,540
-4% -$73.2K 1.58% 22
2024
Q1 		$1.91M Sell
92,295
-540
-0.6% -$10.6K 1.57% 24
2023
Q4 		$1.75M Buy
92,835
+2,850
+3% +$50K 1.53% 28
2023
Q3 		$1.52M Buy
89,985
+5,370
+6% +$94.2K 1.43% 29
2023
Q2 		$1.48M Buy
84,615
+2,310
+3% +$38.1K 1.32% 31
2023
Q1 		$1.33M Buy
82,305
+2,940
+4% +$46.3K 1.19% 36
2022
Q4 		$1.19M Buy
79,365
+1,065
+1% +$16.1K 1.08% 40
2022
Q3 		$1.1M Buy
78,300
+7,710
+11% +$121K 1.08% 39
2022
Q2 		$1.05M Hold
70,590
– – 0.96% 49
2022
Q1 		$1.27M Buy
70,590
+12,960
+22% +$229K 0.97% 46
2021
Q4 		$1.09M Buy
57,630
+3,420
+6% +$63.2K 0.8% 51
2021
Q3 		$940K Buy
54,210
+7,650
+16% +$136K 0.74% 55
2021
Q2 		$807K Buy
46,560
+3,480
+8% +$58.7K 0.62% 62
2021
Q1 		$689K Buy
43,080
+18,840
+78% +$295K 0.57% 64
2020
Q4 		$367K Buy
+24,240
New +$347K 0.35% 80

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

Outfitter Financial's SCHX Position: Q1 2026 in Review

Outfitter Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q1 2026, selling an estimated $131K and leaving 79,770 shares worth $2.05M. The position accounts for 1.58% of the portfolio, ranked #19.

Outfitter Financial first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Outfitter Financial held 79,770 shares of Schwab US Large- Cap ETF worth $2.05M as of Q1 2026.
  • Outfitter Financial sold 4,880 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $131K.
  • Schwab US Large- Cap ETF made up 1.58% of Outfitter Financial's portfolio in Q1 2026, its #19 holding.
  • Outfitter Financial first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Outfitter Financial's Schwab US Large- Cap ETF position peaked at $2.31M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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