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Riverview Capital Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Riverview Capital Advisers’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 		$395K Sell
15,415
-2,055
-12% -$55.1K 0.13% 65
2025
Q4 		$470K Buy
17,470
+46
+0.3% +$1.23K 0.14% 64
2025
Q3 		$459K Buy
17,424
+42
+0.2% +$1.07K 0.13% 69
2025
Q2 		$425K Buy
17,382
+46
+0.3% +$1.04K 0.12% 77
2025
Q1 		$383K Buy
17,336
+46
+0.3% +$1.07K 0.12% 74
2024
Q4 		$401K Sell
17,290
-11
-0.1% -$256 0.12% 74
2024
Q3 		$391K Buy
17,301
+96
+0.6% +$2.09K 0.12% 70
2024
Q2 		$368K Hold
17,205
– – 0.12% 68
2024
Q1 		$356K Buy
17,205
+48
+0.3% +$945 0.12% 69
2023
Q4 		$323K Buy
17,157
+60
+0.4% +$1.05K 0.12% 69
2023
Q3 		$288K Buy
17,097
+57
+0.3% +$1K 0.13% 69
2023
Q2 		$297K Buy
17,040
+54
+0.3% +$892 0.13% 67
2023
Q1 		$274K Buy
16,986
+57
+0.3% +$897 0.12% 70
2022
Q4 		$255K Buy
16,929
+66
+0.4% +$999 0.14% 67
2022
Q3 		$238K Buy
16,863
+63
+0.4% +$988 0.15% 69
2022
Q2 		$250K Buy
16,800
+60
+0.4% +$972 0.14% 72
2022
Q1 		$300K Buy
16,740
+102
+0.6% +$1.81K 0.14% 70
2021
Q4 		$316K Buy
+16,638
New +$307K 0.14% 72

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

Riverview Capital Advisers's SCHX Position: Q1 2026 in Review

Riverview Capital Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, selling an estimated $55.1K and leaving 15,415 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #65.

Riverview Capital Advisers first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $470K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Riverview Capital Advisers held 15,415 shares of Schwab US Large- Cap ETF worth $395K as of Q1 2026.
  • Riverview Capital Advisers sold 2,055 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $55.1K.
  • Schwab US Large- Cap ETF made up 0.13% of Riverview Capital Advisers's portfolio in Q1 2026, its #65 holding.
  • Riverview Capital Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Riverview Capital Advisers's Schwab US Large- Cap ETF position peaked at $470K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.