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Prestige Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Prestige Wealth Management Group’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 		$53.8K Hold
2,100
– – 0.01% 248
2025
Q4 		$56.5K Hold
2,100
– – 0.01% 238
2025
Q3 		$55.3K Hold
2,100
– – 0.01% 252
2025
Q2 		$51.3K Hold
2,100
– – 0.01% 256
2025
Q1 		$46.4K Sell
2,100
-840
-29% -$19.6K 0.01% 259
2024
Q4 		$68.2K Hold
2,940
– – 0.01% 231
2024
Q3 		$66.5K Hold
2,940
– – 0.01% 228
2024
Q2 		$63.2K Hold
2,940
– – 0.01% 211
2024
Q1 		$60.8K Sell
2,940
-3,162
-52% -$62.2K 0.01% 241
2023
Q4 		$115K Hold
6,102
– – 0.03% 177
2023
Q3 		$103K Sell
6,102
-2,238
-27% -$39.3K 0.03% 181
2023
Q2 		$146K Hold
8,340
– – 0.03% 172
2023
Q1 		$134K Hold
8,340
– – 0.03% 165
2022
Q4 		$126K Hold
8,340
– – 0.03% 169
2022
Q3 		$118K Sell
8,340
-726
-8% -$11.4K 0.03% 162
2022
Q2 		$135K Hold
9,066
– – 0.04% 156
2022
Q1 		$163K Sell
9,066
-2,142
-19% -$37.9K 0.04% 153
2021
Q4 		$213K Sell
11,208
-72
-0.6% -$1.33K 0.05% 136
2021
Q3 		$196K Hold
11,280
– – 0.05% 139
2021
Q2 		$195K Hold
11,280
– – 0.05% 131
2021
Q1 		$181K Sell
11,280
-35,352
-76% -$554K 0.05% 131
2020
Q4 		$707K Sell
46,632
-132,636
-74% -$1.9M 0.19% 57
2020
Q3 		$2.41M Sell
179,268
-182,028
-50% -$2.42M 0.73% 22
2020
Q2 		$4.46M Buy
361,296
+24,762
+7% +$289K 1.57% 14
2020
Q1 		$3.44M Sell
336,534
-12,282
-4% -$149K 1.45% 12
2019
Q4 		$4.47M Sell
348,816
-3,558
-1% -$43.6K 2.44% 6
2019
Q3 		$4.17M Buy
352,374
+47,046
+15% +$554K 2.44% 6
2019
Q2 		$3.57M Buy
305,328
+19,518
+7% +$224K 2.16% 7
2019
Q1 		$3.22M Buy
285,810
+12,024
+4% +$130K 1.98% 7
2018
Q4 		$2.72M Buy
+273,786
New +$2.94M 2.01% 10

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

Prestige Wealth Management Group's SCHX Position: Q1 2026 in Review

Prestige Wealth Management Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 2,100 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #248.

Prestige Wealth Management Group first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.47M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Prestige Wealth Management Group held 2,100 shares of Schwab US Large- Cap ETF worth $53.8K as of Q1 2026.
  • Prestige Wealth Management Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #248 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Schwab US Large- Cap ETF position peaked at $4.47M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.