QWM
SCHX icon

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

Quadcap Wealth 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 		$203K Buy
7,924
+196
+3% +$5.26K 0.02% 374
2025
Q4 		$208K Hold
7,728
– – 0.02% 373
2025
Q3 		$204K Buy
+7,728
New +$196K 0.02% 382
2024
Q3 		– Sell
-14,112
Closed -$302K – 400
2024
Q2 		$302K Hold
14,112
– – 0.05% 306
2024
Q1 		$292K Hold
14,112
– – 0.07% 269
2023
Q4 		$265K Buy
+14,112
New +$248K 0.07% 279

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

Quadcap Wealth Management's SCHX Position: Q1 2026 in Review

Quadcap Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q1 2026, buying an estimated $5.26K and bringing the position to 7,924 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #374.

Quadcap Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 6 quarters since. The position peaked at $302K in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Quadcap Wealth Management held 7,924 shares of Schwab US Large- Cap ETF worth $203K as of Q1 2026.
  • Quadcap Wealth Management bought 196 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.26K.
  • Schwab US Large- Cap ETF made up 0.02% of Quadcap Wealth Management's portfolio in Q1 2026, its #374 holding.
  • Quadcap Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • Quadcap Wealth Management's Schwab US Large- Cap ETF position peaked at $302K in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.