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Private Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Private Advisor 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 		$7.72M Sell
301,153
-29,674
-9% -$796K 0.04% 487
2025
Q4 		$8.9M Sell
330,827
-46,932
-12% -$1.25M 0.04% 427
2025
Q3 		$9.95M Buy
377,759
+10,274
+3% +$261K 0.05% 385
2025
Q2 		$8.98M Sell
367,485
-54,514
-13% -$1.23M 0.05% 393
2025
Q1 		$9.32M Sell
421,999
-73,353
-15% -$1.71M 0.06% 352
2024
Q4 		$11.5M Buy
495,352
+30,967
+7% +$722K 0.06% 291
2024
Q3 		$10.5M Sell
464,385
-16,080
-3% -$350K 0.07% 297
2024
Q2 		$10.3M Buy
480,465
+138,525
+41% +$2.86M 0.07% 270
2024
Q1 		$7.07M Sell
341,940
-22,143
-6% -$436K 0.05% 352
2023
Q4 		$6.84M Buy
364,083
+4,746
+1% +$83.3K 0.05% 339
2023
Q3 		$6.06M Sell
359,337
-86,109
-19% -$1.51M 0.05% 335
2023
Q2 		$7.96M Buy
445,446
+139,164
+45% +$2.3M 0.07% 263
2023
Q1 		$4.94M Buy
306,282
+1,893
+0.6% +$29.8K 0.05% 380
2022
Q4 		$2.47M Buy
304,389
+5,349
+2% +$81K 0.12% 176
2022
Q3 		$4.22M Sell
299,040
-107,952
-27% -$1.69M 0.05% 381
2022
Q2 		$6.06M Buy
406,992
+79,950
+24% +$1.3M 0.05% 347
2022
Q1 		$5.87M Sell
327,042
-419,862
-56% -$7.43M 0.05% 390
2021
Q4 		$14.2M Sell
746,904
-60,150
-7% -$1.11M 0.11% 191
2021
Q3 		$14M Buy
807,054
+137,550
+21% +$2.45M 0.09% 227
2021
Q2 		$11.6M Buy
669,504
+19,710
+3% +$333K 0.1% 209
2021
Q1 		$10.4M Sell
649,794
-128,682
-17% -$2.02M 0.1% 206
2020
Q4 		$11.8M Buy
778,476
+145,878
+23% +$2.09M 0.12% 175
2020
Q3 		$8.45M Sell
632,598
-26,676
-4% -$354K 0.11% 192
2020
Q2 		$8.14M Sell
659,274
-18,474
-3% -$215K 0.11% 188
2020
Q1 		$6.92M Buy
677,748
+154,620
+30% +$1.88M 0.13% 172
2019
Q4 		$6.7M Buy
523,128
+20,124
+4% +$247K 0.1% 211
2019
Q3 		$5.95M Buy
503,004
+18,684
+4% +$220K 0.09% 233
2019
Q2 		$5.67M Buy
484,320
+93,444
+24% +$1.07M 0.1% 225
2019
Q1 		$4.41M Buy
390,876
+163,830
+72% +$1.78M 0.09% 247
2018
Q4 		$2.26M Buy
227,046
+22,176
+11% +$238K 0.05% 341
2018
Q3 		$2.38M Buy
204,870
+74,826
+58% +$851K 0.05% 377
2018
Q2 		$1.41M Buy
130,044
+56,616
+77% +$611K 0.02% 376
2018
Q1 		$772K Sell
73,428
-64,254
-47% -$699K 0.03% 510
2017
Q4 		$1.5M Sell
137,682
-58,200
-30% -$603K 0.06% 316
2017
Q3 		$1.98M Buy
195,882
+13,776
+8% +$135K 0.05% 363
2017
Q2 		$1.76M Sell
182,106
-7,770
-4% -$74.1K 0.05% 380
2017
Q1 		$1.77M Buy
189,876
+29,436
+18% +$272K 0.05% 371
2016
Q4 		$1.45M Buy
160,440
+100,668
+168% +$874K 0.05% 392
2016
Q3 		$510K Buy
59,772
+20,316
+51% +$174K 0.02% 644
2016
Q2 		$328K Buy
+39,456
New +$324K 0.01% 783
2014
Q4 		– Sell
-3,600
Closed -$28K – 1239
2014
Q3 		$28K Buy
+3,600
New +$28.3K ﹤0.01% 1106

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

Private Advisor Group's SCHX Position: Q1 2026 in Review

Private Advisor Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 9% in Q1 2026, selling an estimated $796K and leaving 301,153 shares worth $7.72M. The position accounts for 0.04% of the portfolio, ranked #487.

Private Advisor Group first reported a position in SCHX in Q3 2014 and has held it in 41 quarters since. The position peaked at $14.2M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Private Advisor Group held 301,153 shares of Schwab US Large- Cap ETF worth $7.72M as of Q1 2026.
  • Private Advisor Group sold 29,674 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $796K.
  • Schwab US Large- Cap ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #487 holding.
  • Private Advisor Group first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 41 quarters since.
  • Private Advisor Group's Schwab US Large- Cap ETF position peaked at $14.2M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.