Quotient Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quotient Wealth Partners’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	$264K	Hold	10,296	–	–	0.01%	317
2025 Q4	$277K	Hold	10,296	–	–	0.01%	288
2025 Q3	$271K	Hold	10,296	–	–	0.01%	293
2025 Q2	$252K	Hold	10,296	–	–	0.01%	303
2025 Q1	$227K	Sell	10,296 -176	-2%	-$4.1K	0.01%	310
2024 Q4	$243K	Buy	10,472 +176	+2%	+$4.1K	0.01%	284
2024 Q3	$233K	Buy	10,296 +306	+3%	+$6.67K	0.01%	288
2024 Q2	$214K	Sell	9,990 -636	-6%	-$13.1K	0.01%	294
2024 Q1	$220K	Sell	10,626 -8,850	-45%	-$174K	0.01%	283
2023 Q4	$366K	Buy	+19,476	New	+$342K	0.01%	206

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

Quotient Wealth Partners's SCHX Position: Q1 2026 in Review

Quotient Wealth Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 10,296 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #317.

Quotient Wealth Partners first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $366K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Quotient Wealth Partners held 10,296 shares of Schwab US Large- Cap ETF worth $264K as of Q1 2026.
Quotient Wealth Partners left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #317 holding.
Quotient Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Schwab US Large- Cap ETF position peaked at $366K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.