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Retirement Guys Formula’s Schwab US Large- Cap ETF SCHX Stock Holding History

Retirement Guys Formula’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 		$333K Sell
12,983
-5,959
-31% -$160K 0.15% 106
2025
Q4 		$510K Buy
18,942
+463
+3% +$12.4K 0.23% 105
2025
Q3 		$487K Sell
18,479
-969
-5% -$24.6K 0.17% 120
2025
Q2 		$475K Sell
19,448
-743
-4% -$16.8K 0.18% 107
2025
Q1 		$446K Sell
20,191
-581
-3% -$13.5K 0.22% 100
2024
Q4 		$482K Buy
20,772
+72
+0.3% +$1.68K 0.24% 95
2024
Q3 		$468K Sell
20,700
-324
-2% -$7.06K 0.22% 94
2024
Q2 		$450K Sell
21,024
-708
-3% -$14.6K 0.22% 99
2024
Q1 		$450K Sell
21,732
-3,102
-12% -$61.1K 0.22% 100
2023
Q4 		$467K Sell
24,834
-1,224
-5% -$21.5K 0.25% 95
2023
Q3 		$439K Sell
26,058
-1,377
-5% -$24.2K 0.31% 97
2023
Q2 		$479K Sell
27,435
-4,089
-13% -$67.5K 0.28% 93
2023
Q1 		$508K Sell
31,524
-5,283
-14% -$83.1K 0.36% 77
2022
Q4 		$554K Sell
36,807
-2,991
-8% -$45.3K 0.45% 62
2022
Q3 		$562K Sell
39,798
-3,057
-7% -$48K 0.59% 31
2022
Q2 		$638K Buy
42,855
+10,596
+33% +$172K 0.66% 28
2022
Q1 		$579K Buy
32,259
+2,439
+8% +$43.2K 0.39% 42
2021
Q4 		$566K Buy
+29,820
New +$551K 0.45% 45

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

Retirement Guys Formula's SCHX Position: Q1 2026 in Review

Retirement Guys Formula reduced its Schwab US Large- Cap ETF (SCHX) stake by 31% in Q1 2026, selling an estimated $160K and leaving 12,983 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #106.

Retirement Guys Formula first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $638K in Q2 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Retirement Guys Formula held 12,983 shares of Schwab US Large- Cap ETF worth $333K as of Q1 2026.
  • Retirement Guys Formula sold 5,959 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $160K.
  • Schwab US Large- Cap ETF made up 0.15% of Retirement Guys Formula's portfolio in Q1 2026, its #106 holding.
  • Retirement Guys Formula first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Schwab US Large- Cap ETF position peaked at $638K in Q2 2022.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.