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

Passive 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 		$1.6M Hold
62,330
– – 0.48% 30
2025
Q4 		$1.68M Buy
62,330
+3,164
+5% +$84.5K 0.52% 29
2025
Q3 		$1.56M Hold
59,166
– – 0.51% 29
2025
Q2 		$1.45M Hold
59,166
– – 0.45% 30
2025
Q1 		$1.31M Buy
+59,166
New +$1.38M 0.41% 31

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

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

Passive Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 62,330 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #30.

Passive Capital Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Passive Capital Management held 62,330 shares of Schwab US Large- Cap ETF worth $1.6M as of Q1 2026.
  • Passive Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.48% of Passive Capital Management's portfolio in Q1 2026, its #30 holding.
  • Passive Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Passive Capital Management's Schwab US Large- Cap ETF position peaked at $1.68M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.