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

Per Stirling 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	$1.77M	Sell	69,008 -561	-0.8%	-$15K	0.2%	98
2025 Q4	$1.87M	Sell	69,569 -137	-0.2%	-$3.66K	0.21%	83
2025 Q3	$1.84M	Sell	69,706 -9,575	-12%	-$243K	0.22%	82
2025 Q2	$1.94M	Sell	79,281 -1,777	-2%	-$40.2K	0.25%	74
2025 Q1	$1.79M	Buy	81,058 +4,309	+6%	+$100K	0.26%	79
2024 Q4	$1.78M	Hold	76,749	–	–	0.25%	76
2024 Q3	$1.74M	Hold	76,749	–	–	0.24%	73
2024 Q2	$1.64M	Hold	76,749	–	–	0.26%	70
2024 Q1	$1.59M	Sell	76,749 -3,498	-4%	-$68.9K	0.27%	65
2023 Q4	$1.51M	Sell	80,247 -12,141	-13%	-$213K	0.28%	61
2023 Q3	$1.56M	Sell	92,388 -19,857	-18%	-$348K	0.32%	61
2023 Q2	$1.96M	Sell	112,245 -9,732	-8%	-$161K	0.4%	52
2023 Q1	$1.97M	Sell	121,977 -14,928	-11%	-$235K	0.42%	46
2022 Q4	$2.06M	Buy	+136,905	New	+$2.07M	0.38%	54

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Per Stirling Capital Management's SCHX Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.81% in Q1 2026, selling an estimated $15K and leaving 69,008 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #98.

Per Stirling Capital Management first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q4 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Per Stirling Capital Management held 69,008 shares of Schwab US Large- Cap ETF worth $1.77M as of Q1 2026.
Per Stirling Capital Management sold 561 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $15K.
Schwab US Large- Cap ETF made up 0.2% of Per Stirling Capital Management's portfolio in Q1 2026, its #98 holding.
Per Stirling Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's Schwab US Large- Cap ETF position peaked at $2.06M in Q4 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.