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Rehmann Capital Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rehmann Capital Advisory Group’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 		$612K Sell
23,865
-1,000
-4% -$26.8K 0.03% 352
2025
Q4 		$669K Sell
24,865
-205
-0.8% -$5.47K 0.03% 331
2025
Q3 		$660K Sell
25,070
-1,073
-4% -$27.2K 0.04% 321
2025
Q2 		$639K Buy
26,143
+2,310
+10% +$52.2K 0.04% 305
2025
Q1 		$526K Sell
23,833
-367
-2% -$8.54K 0.03% 349
2024
Q4 		$561K Sell
24,200
-805
-3% -$18.8K 0.04% 329
2024
Q3 		$566K Buy
25,005
+36
+0.1% +$784 0.04% 322
2024
Q2 		$535K Sell
24,969
-3,075
-11% -$63.5K 0.04% 313
2024
Q1 		$580K Sell
28,044
-714
-2% -$14.1K 0.04% 289
2023
Q4 		$541K Buy
28,758
+1,125
+4% +$19.8K 0.04% 292
2023
Q3 		$466K Sell
27,633
-2,493
-8% -$43.7K 0.04% 304
2023
Q2 		$526K Sell
30,126
-321
-1% -$5.3K 0.05% 294
2023
Q1 		$491K Hold
30,447
– – 0.05% 304
2022
Q4 		$458K Hold
30,447
– – 0.05% 308
2022
Q3 		$430K Buy
30,447
+561
+2% +$8.8K 0.05% 311
2022
Q2 		$445K Buy
29,886
+120
+0.4% +$1.94K 0.05% 301
2022
Q1 		$534K Sell
29,766
-300
-1% -$5.31K 0.05% 298
2021
Q4 		$570K Buy
30,066
+1,476
+5% +$27.3K 0.05% 292
2021
Q3 		$496K Sell
28,590
-1,086
-4% -$19.4K 0.05% 319
2021
Q2 		$554K Sell
29,676
-3,132
-10% -$52.8K 0.05% 288
2021
Q1 		$525K Sell
32,808
-240
-0.7% -$3.76K 0.05% 280
2020
Q4 		$501K Sell
33,048
-2,436
-7% -$34.9K 0.06% 265
2020
Q3 		$477K Hold
35,484
– – 0.06% 252
2020
Q2 		$438K Hold
35,484
– – 0.06% 256
2020
Q1 		$362K Buy
+35,484
New +$431K 0.06% 250

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

Rehmann Capital Advisory Group's SCHX Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q1 2026, selling an estimated $26.8K and leaving 23,865 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #352.

Rehmann Capital Advisory Group first reported a position in SCHX in Q1 2020 and has held it in 25 quarters since. The position peaked at $669K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Rehmann Capital Advisory Group held 23,865 shares of Schwab US Large- Cap ETF worth $612K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 1,000 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $26.8K.
  • Schwab US Large- Cap ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #352 holding.
  • Rehmann Capital Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Rehmann Capital Advisory Group's Schwab US Large- Cap ETF position peaked at $669K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.