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Red Reef Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Red Reef Advisors’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 		$1.82M Buy
70,826
+2,568
+4% +$68.9K 1.9% 8
2025
Q4 		$1.84M Buy
+68,258
New +$1.82M 1.87% 9

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

Red Reef Advisors's SCHX Position: Q1 2026 in Review

Red Reef Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q1 2026, buying an estimated $68.9K and bringing the position to 70,826 shares worth $1.82M. The position accounts for 1.9% of the portfolio, ranked #8.

Red Reef Advisors first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.84M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Red Reef Advisors held 70,826 shares of Schwab US Large- Cap ETF worth $1.82M as of Q1 2026.
  • Red Reef Advisors bought 2,568 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $68.9K.
  • Schwab US Large- Cap ETF made up 1.9% of Red Reef Advisors's portfolio in Q1 2026, its #8 holding.
  • Red Reef Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Red Reef Advisors's Schwab US Large- Cap ETF position peaked at $1.84M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.