Quest 10 Wealth Builders’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quest 10 Wealth Builders’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	$19.8K	Sell	773 -26	-3%	-$697	0.02%	359
2025 Q4	$21.5K	Buy	+799	New	+$21.3K	0.02%	314
2025 Q2	–	Sell	-1,630	Closed	-$36K	–	808
2025 Q1	$36K	Buy	1,630 +1,461	+864%	+$34K	0.04%	205
2024 Q4	$3.92K	Buy	+169	New	+$3.94K	﹤0.01%	531

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 $1.54B AUM 16.9% 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

Quest 10 Wealth Builders's SCHX Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q1 2026, selling an estimated $697 and leaving 773 shares worth $19.8K. The position accounts for 0.02% of the portfolio, ranked #359.

Quest 10 Wealth Builders first reported a position in SCHX in Q4 2024 and has held it in 4 quarters since. The position peaked at $36K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Quest 10 Wealth Builders held 773 shares of Schwab US Large- Cap ETF worth $19.8K as of Q1 2026.
Quest 10 Wealth Builders sold 26 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $697.
Schwab US Large- Cap ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #359 holding.
Quest 10 Wealth Builders first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 4 quarters since.
Quest 10 Wealth Builders's Schwab US Large- Cap ETF position peaked at $36K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.