Regal Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Regal Investment 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	$913K	Buy	35,613 +244	+0.7%	+$6.54K	0.05%	310
2025 Q4	$952K	Buy	35,369 +3,149	+10%	+$84.1K	0.06%	290
2025 Q3	$849K	Sell	32,220 -481	-1%	-$12.2K	0.06%	289
2025 Q2	$799K	Sell	32,701 -1,189	-4%	-$26.9K	0.06%	271
2025 Q1	$748K	Buy	33,890 +1,675	+5%	+$39K	0.06%	256
2024 Q4	$747K	Buy	32,215 +1,135	+4%	+$26.5K	0.06%	268
2024 Q3	$703K	Buy	31,080 +1,002	+3%	+$21.8K	0.05%	295
2024 Q2	$644K	Buy	30,078 +4,218	+16%	+$87.2K	0.04%	312
2024 Q1	$535K	Buy	25,860 +4,044	+19%	+$79.6K	0.04%	344
2023 Q4	$410K	Buy	+21,816	New	+$383K	0.03%	364
2015 Q4	–	Sell	-1,200	Closed	-$9K	–	765
2015 Q3	$9K	Hold	1,200	–	–	﹤0.01%	719
2015 Q2	$9K	Sell	1,200 -210	-15%	-$1.76K	﹤0.01%	674
2015 Q1	$12K	Buy	+1,410	New	+$11.6K	﹤0.01%	653
2013 Q3	–	Sell	-28,536	Closed	-$182K	–	928
2013 Q2	$182K	Buy	+28,536	New	+$183K	0.1%	159

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

Regal Investment Advisors's SCHX Position: Q1 2026 in Review

Regal Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.69% in Q1 2026, buying an estimated $6.54K and bringing the position to 35,613 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #310.

Regal Investment Advisors first reported a position in SCHX in Q2 2013 and has held it in 14 quarters since. The position peaked at $952K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Regal Investment Advisors held 35,613 shares of Schwab US Large- Cap ETF worth $913K as of Q1 2026.
Regal Investment Advisors bought 244 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $6.54K.
Schwab US Large- Cap ETF made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #310 holding.
Regal Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 14 quarters since.
Regal Investment Advisors's Schwab US Large- Cap ETF position peaked at $952K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.