Retireful LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Retireful LLC’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	$327K	Buy	+12,760	New	+$342K	0.46%	67
2025 Q4	–	Sell	-83,388	Closed	-$2.2M	–	127
2025 Q3	$2.2M	Buy	+83,388	New	+$2.12M	2.12%	8
2024 Q4	–	Sell	-246,732	Closed	-$5.58M	–	147
2024 Q3	$5.58M	Sell	246,732 -26,877	-10%	-$586K	4.13%	7
2024 Q2	$5.86M	Buy	+273,609	New	+$5.65M	2.76%	5
2024 Q1	–	Sell	-80,526	Closed	-$1.51M	–	133
2023 Q4	$1.51M	Buy	+80,526	New	+$1.41M	0.66%	50

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 $1.81B AUM 22.3% 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

Retireful LLC's SCHX Position: Q1 2026 in Review

Retireful LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 12,760 shares worth $327K. The stake represents 0.46% of the portfolio and ranks #67 among its holdings. This is a return to the name: Retireful LLC previously reported a position in SCHX as recently as Q3 2025.

Retireful LLC first reported a position in SCHX in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.86M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Retireful LLC held 12,760 shares of Schwab US Large- Cap ETF worth $327K as of Q1 2026.
Schwab US Large- Cap ETF was a new Retireful LLC position in Q1 2026.
Schwab US Large- Cap ETF made up 0.46% of Retireful LLC's portfolio in Q1 2026, its #67 holding.
Retireful LLC first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 5 quarters since.
Retireful LLC's Schwab US Large- Cap ETF position peaked at $5.86M in Q2 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.