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Parallel Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Parallel Advisors’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 		$3.8M Sell
148,073
-10,711
-7% -$287K 0.07% 195
2025
Q4 		$4.27M Sell
158,784
-69,631
-30% -$1.86M 0.08% 173
2025
Q3 		$6.02M Sell
228,415
-23,510
-9% -$597K 0.11% 132
2025
Q2 		$6.16M Sell
251,925
-6,813
-3% -$154K 0.12% 116
2025
Q1 		$5.71M Buy
258,738
+1,524
+0.6% +$35.5K 0.13% 119
2024
Q4 		$5.96M Buy
257,214
+23,598
+10% +$550K 0.13% 118
2024
Q3 		$5.28M Buy
233,616
+5,301
+2% +$116K 0.12% 132
2024
Q2 		$4.89M Buy
228,315
+11,835
+5% +$245K 0.13% 127
2024
Q1 		$4.48M Sell
216,480
-2,514
-1% -$49.5K 0.12% 126
2023
Q4 		$4.12M Sell
218,994
-4,521
-2% -$79.4K 0.12% 131
2023
Q3 		$3.77M Buy
223,515
+65,028
+41% +$1.14M 0.13% 132
2023
Q2 		$2.77M Buy
158,487
+5,430
+4% +$89.7K 0.09% 169
2023
Q1 		$2.47M Buy
153,057
+1,101
+0.7% +$17.3K 0.08% 174
2022
Q4 		$2.29M Sell
151,956
-1,470
-1% -$22.3K 0.1% 140
2022
Q3 		$2.17M Sell
153,426
-14,517
-9% -$228K 0.1% 136
2022
Q2 		$2.5M Sell
167,943
-4,572
-3% -$74.1K 0.11% 124
2022
Q1 		$3.15M Buy
172,515
+22,239
+15% +$394K 0.12% 121
2021
Q4 		$2.85M Sell
150,276
-10,164
-6% -$188K 0.11% 139
2021
Q3 		$2.78M Sell
160,440
-234
-0.1% -$4.17K 0.11% 139
2021
Q2 		$2.78M Buy
160,674
+294
+0.2% +$4.96K 0.12% 131
2021
Q1 		$2.57M Sell
160,380
-3,432
-2% -$53.8K 0.12% 128
2020
Q4 		$2.48M Sell
163,812
-1,686
-1% -$24.1K 0.13% 119
2020
Q3 		$2.22M Buy
165,498
+3,966
+2% +$52.7K 0.14% 123
2020
Q2 		$1.99M Sell
161,532
-4,782
-3% -$55.7K 0.13% 123
2020
Q1 		$1.7M Buy
166,314
+46,896
+39% +$570K 0.14% 115
2019
Q4 		$1.53M Sell
119,418
-6,228
-5% -$76.3K 0.11% 139
2019
Q3 		$1.49M Buy
125,646
+36,990
+42% +$436K 0.13% 134
2019
Q2 		$1.04M Sell
88,656
-21,978
-20% -$252K 0.1% 148
2019
Q1 		$1.25M Sell
110,634
-10,152
-8% -$110K 0.14% 117
2018
Q4 		$1.2M Buy
120,786
+24,684
+26% +$265K 0.17% 102
2018
Q3 		$1.11M Buy
96,102
+21,390
+29% +$243K 0.14% 122
2018
Q2 		$809K Buy
74,712
+1,704
+2% +$18.4K 0.12% 135
2018
Q1 		$768K Buy
73,008
+1,932
+3% +$21K 0.12% 134
2017
Q4 		$756K Buy
71,076
+150
+0.2% +$1.55K 0.12% 130
2017
Q3 		$730K Buy
70,926
+2,652
+4% +$26K 0.13% 126
2017
Q2 		$671K Buy
68,274
+42,264
+162% +$403K 0.13% 129
2017
Q1 		$247K Buy
26,010
+10,302
+66% +$95.2K 0.05% 260
2016
Q4 		$139K Buy
+15,708
New +$136K 0.03% 322

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

Parallel Advisors's SCHX Position: Q1 2026 in Review

Parallel Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.7% in Q1 2026, selling an estimated $287K and leaving 148,073 shares worth $3.8M. The position accounts for 0.07% of the portfolio, ranked #195.

Parallel Advisors first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.16M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Parallel Advisors held 148,073 shares of Schwab US Large- Cap ETF worth $3.8M as of Q1 2026.
  • Parallel Advisors sold 10,711 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $287K.
  • Schwab US Large- Cap ETF made up 0.07% of Parallel Advisors's portfolio in Q1 2026, its #195 holding.
  • Parallel Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Schwab US Large- Cap ETF position peaked at $6.16M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.