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

RIA 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	$2.27M	Sell	88,611 -1,030	-1%	-$27.6K	0.54%	31
2025 Q4	$2.41M	Sell	89,641 -226	-0.3%	-$6.04K	0.58%	28
2025 Q3	$2.37M	Sell	89,867 -10,539	-10%	-$268K	0.61%	32
2025 Q2	$2.45M	Buy	100,406 +4,734	+5%	+$107K	0.72%	27
2025 Q1	$2.11M	Buy	95,672 +9,332	+11%	+$217K	0.69%	27
2024 Q4	$2M	Sell	86,340 -1,827	-2%	-$42.6K	0.68%	24
2024 Q3	$1.99M	Buy	+88,167	New	+$1.92M	0.7%	22
2024 Q1	$1.82M	Buy	+87,771	New	+$1.73M	0.73%	25
2023 Q4	–	Sell	-82,929	Closed	-$1.4M	–	178
2023 Q3	$1.4M	Buy	82,929 +2,688	+3%	+$47.2K	0.63%	19
2023 Q2	$1.4M	Hold	80,241	–	–	0.6%	21
2023 Q1	$1.29M	Buy	80,241 +4,404	+6%	+$69.3K	0.6%	28
2022 Q4	$25.3K	Buy	+75,837	New	+$1.15M	0.01%	95

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

RIA Advisory Group's SCHX Position: Q1 2026 in Review

RIA Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2026, selling an estimated $27.6K and leaving 88,611 shares worth $2.27M. The position accounts for 0.54% of the portfolio, ranked #31.

RIA Advisory Group first reported a position in SCHX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.45M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

RIA Advisory Group held 88,611 shares of Schwab US Large- Cap ETF worth $2.27M as of Q1 2026.
RIA Advisory Group sold 1,030 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $27.6K.
Schwab US Large- Cap ETF made up 0.54% of RIA Advisory Group's portfolio in Q1 2026, its #31 holding.
RIA Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 12 quarters since.
RIA Advisory Group's Schwab US Large- Cap ETF position peaked at $2.45M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.