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

Phillips Financial 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 		$6.42M Sell
250,522
-11,586
-4% -$311K 0.47% 40
2025
Q4 		$7.05M Buy
262,108
+5,523
+2% +$147K 0.45% 43
2025
Q3 		$6.76M Sell
256,585
-2,836
-1% -$72K 0.45% 44
2025
Q2 		$6.34M Buy
259,421
+2,677
+1% +$60.5K 0.46% 42
2025
Q1 		$5.67M Sell
256,744
-1,150
-0.4% -$26.8K 0.44% 44
2024
Q4 		$5.98M Buy
257,894
+41
+0% +$956 0.47% 43
2024
Q3 		$5.83M Buy
257,853
+5,649
+2% +$123K 0.45% 46
2024
Q2 		$5.4M Sell
252,204
-615
-0.2% -$12.7K 0.45% 49
2024
Q1 		$5.23M Sell
252,819
-2,646
-1% -$52.1K 0.43% 51
2023
Q4 		$4.8M Buy
255,465
+9,333
+4% +$164K 0.42% 52
2023
Q3 		$4.15M Sell
246,132
-711
-0.3% -$12.5K 0.39% 53
2023
Q2 		$4.31M Sell
246,843
-7,644
-3% -$126K 0.4% 50
2023
Q1 		$4.1M Buy
254,487
+13,002
+5% +$205K 0.4% 52
2022
Q4 		$3.63M Buy
241,485
+12,174
+5% +$184K 0.37% 54
2022
Q3 		$3.24M Sell
229,311
-513
-0.2% -$8.05K 0.36% 58
2022
Q2 		$3.42M Buy
229,824
+60
+0% +$972 0.37% 54
2022
Q1 		$4.12M Buy
229,764
+64,266
+39% +$1.14M 0.39% 47
2021
Q4 		$3.14M Buy
165,498
+2,466
+2% +$45.6K 0.31% 53
2021
Q3 		$2.83M Buy
163,032
+11,880
+8% +$212K 0.29% 54
2021
Q2 		$2.62M Buy
+151,152
New +$2.55M 0.27% 54
2021
Q1 		– Sell
-137,226
Closed -$2.08M – 87
2020
Q4 		$2.08M Buy
137,226
+8,496
+7% +$122K 0.28% 53
2020
Q3 		$1.73M Sell
128,730
-2,376
-2% -$31.6K 0.27% 56
2020
Q2 		$1.62M Buy
131,106
+3,306
+3% +$38.5K 0.27% 56
2020
Q1 		$1.25M Buy
127,800
+18,684
+17% +$227K 0.25% 56
2019
Q4 		$1.4M Buy
109,116
+16,800
+18% +$206K 0.23% 58
2019
Q3 		$1.09M Buy
92,316
+2,544
+3% +$30K 0.19% 61
2019
Q2 		$1.06M Buy
89,772
+3,504
+4% +$40.2K 0.19% 63
2019
Q1 		$983K Buy
86,268
+9,432
+12% +$102K 0.19% 65
2018
Q4 		$765K Buy
76,836
+114
+0.1% +$1.22K 0.16% 67
2018
Q3 		$892K Buy
76,722
+2,616
+4% +$29.7K 0.18% 62
2018
Q2 		$805K Buy
74,106
+216
+0.3% +$2.33K 0.17% 60
2018
Q1 		$766K Sell
73,890
-8,208
-10% -$89.3K 0.17% 61
2017
Q4 		$894K Buy
82,098
+1,584
+2% +$16.4K 0.19% 58
2017
Q3 		$806K Buy
80,514
+1,854
+2% +$18.2K 0.18% 62
2017
Q2 		$775K Buy
78,660
+5,682
+8% +$54.2K 0.18% 60
2017
Q1 		$675K Sell
72,978
-2,202
-3% -$20.4K 0.16% 60
2016
Q4 		$678K Buy
75,180
+6,954
+10% +$60.4K 0.17% 61
2016
Q3 		$578K Buy
68,226
+654
+1% +$5.61K 0.15% 59
2016
Q2 		$579K Buy
67,572
+3,438
+5% +$28.3K 0.16% 57
2016
Q1 		$525K Buy
+64,134
New +$495K 0.15% 56

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

Phillips Financial Management's SCHX Position: Q1 2026 in Review

Phillips Financial Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q1 2026, selling an estimated $311K and leaving 250,522 shares worth $6.42M. The position accounts for 0.47% of the portfolio, ranked #40.

Phillips Financial Management first reported a position in SCHX in Q1 2016 and has held it in 40 quarters since. The position peaked at $7.05M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Phillips Financial Management held 250,522 shares of Schwab US Large- Cap ETF worth $6.42M as of Q1 2026.
  • Phillips Financial Management sold 11,586 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $311K.
  • Schwab US Large- Cap ETF made up 0.47% of Phillips Financial Management's portfolio in Q1 2026, its #40 holding.
  • Phillips Financial Management first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 40 quarters since.
  • Phillips Financial Management's Schwab US Large- Cap ETF position peaked at $7.05M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.