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RKL Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

RKL Wealth Management’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 		$47.7M Sell
1,861,871
-285,943
-13% -$7.67M 4.3% 4
2025
Q4 		$57.8M Sell
2,147,814
-20,705
-1% -$553K 4.74% 4
2025
Q3 		$57.1M Sell
2,168,519
-168,297
-7% -$4.27M 4.87% 4
2025
Q2 		$57.1M Sell
2,336,816
-230,733
-9% -$5.22M 5.02% 4
2025
Q1 		$56.7M Sell
2,567,549
-1,552,035
-38% -$36.1M 5.34% 4
2024
Q4 		$95.5M Sell
4,119,584
-663,025
-14% -$15.5M 8.5% 2
2024
Q3 		$108M Sell
4,782,609
-191,601
-4% -$4.17M 9.79% 2
2024
Q2 		$107M Buy
4,974,210
+66,714
+1% +$1.38M 10.27% 2
2024
Q1 		$102M Buy
4,907,496
+53,463
+1% +$1.05M 10.06% 2
2023
Q4 		$91.3M Buy
4,854,033
+77,631
+2% +$1.36M 9.87% 2
2023
Q3 		$80.6M Buy
4,776,402
+114,813
+2% +$2.01M 9.86% 2
2023
Q2 		$81.4M Buy
4,661,589
+130,785
+3% +$2.16M 9.63% 2
2023
Q1 		$73.1M Buy
4,530,804
+111,033
+3% +$1.75M 9.23% 3
2022
Q4 		$66.5M Buy
4,419,771
+315,042
+8% +$4.77M 8.89% 3
2022
Q3 		$57.9M Buy
4,104,729
+152,796
+4% +$2.4M 8.35% 3
2022
Q2 		$58.8M Buy
3,951,933
+97,416
+3% +$1.58M 8.07% 3
2022
Q1 		$69.2M Buy
3,854,517
+51,879
+1% +$918K 8.31% 3
2021
Q4 		$72.1M Buy
3,802,638
+39,804
+1% +$735K 8.57% 3
2021
Q3 		$65.2M Buy
3,762,834
+52,932
+1% +$944K 8.28% 3
2021
Q2 		$64.3M Sell
3,709,902
-1,476
-0% -$24.9K 8.1% 3
2021
Q1 		$59.4M Sell
3,711,378
-69,186
-2% -$1.08M 7.96% 3
2020
Q4 		$57.3M Sell
3,780,564
-48,924
-1% -$700K 7.99% 3
2020
Q3 		$51.5M Buy
3,829,488
+49,740
+1% +$661K 8.19% 3
2020
Q2 		$46.7M Buy
3,779,748
+41,070
+1% +$479K 8% 3
2020
Q1 		$38.2M Buy
3,738,678
+160,668
+4% +$1.95M 7.99% 3
2019
Q4 		$45.8M Buy
3,578,010
+36,168
+1% +$443K 8.22% 2
2019
Q3 		$41.9M Sell
3,541,842
-239,604
-6% -$2.82M 7.96% 2
2019
Q2 		$44.2M Buy
3,781,446
+228,978
+6% +$2.63M 8.15% 2
2019
Q1 		$40M Buy
3,552,468
+344,514
+11% +$3.73M 7.84% 2
2018
Q4 		$31.9M Buy
3,207,954
+174,738
+6% +$1.88M 7.36% 2
2018
Q3 		$35.2M Buy
3,033,216
+224,802
+8% +$2.56M 7.47% 2
2018
Q2 		$30.4M Buy
2,808,414
+168,648
+6% +$1.82M 6.87% 2
2018
Q1 		$27.8M Buy
2,639,766
+223,422
+9% +$2.43M 6.56% 2
2017
Q4 		$25.7M Buy
2,416,344
+415,686
+21% +$4.31M 6.35% 2
2017
Q3 		$20M Buy
2,000,658
+188,700
+10% +$1.85M 5.63% 2
2017
Q2 		$17.5M Buy
1,811,958
+394,596
+28% +$3.76M 5.54% 2
2017
Q1 		$13.3M Buy
1,417,362
+250,284
+21% +$2.31M 5.35% 2
2016
Q4 		$10.4M Buy
1,167,078
+69,654
+6% +$605K 5% 1
2016
Q3 		$9.44M Sell
1,097,424
-61,926
-5% -$531K 4.76% 1
2016
Q2 		$9.69M Sell
1,159,350
-58,218
-5% -$479K 5.04% 1
2016
Q1 		$9.91M Sell
1,217,568
-58,842
-5% -$454K 5.69% 1
2015
Q4 		$10.3K Sell
1,276,410
-595,686
-32% -$4.86M 4.79% 2
2015
Q3 		$14.3M Buy
1,872,096
+64,860
+4% +$525K 9% 1
2015
Q2 		$14.9M Buy
1,807,236
+61,212
+4% +$514K 8.91% 1
2015
Q1 		$14.4M Buy
1,746,024
+154,704
+10% +$1.27M 8.73% 1
2014
Q4 		$13M Buy
1,591,320
+41,298
+3% +$330K 8.48% 1
2014
Q3 		$12.1M Buy
1,550,022
+91,038
+6% +$717K 8.47% 1
2014
Q2 		$11.4M Buy
1,458,984
+41,946
+3% +$318K 8.34% 1
2014
Q1 		$10.6M Buy
+1,417,038
New +$10.4M 7.99% 1

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 $1.54B AUM 16.9% 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

RKL Wealth Management's SCHX Position: Q1 2026 in Review

RKL Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q1 2026, selling an estimated $7.67M and leaving 1,861,871 shares worth $47.7M. The position accounts for 4.3% of the portfolio, ranked #4.

RKL Wealth Management first reported a position in SCHX in Q1 2014 and has held it in 49 quarters since. The position peaked at $108M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • RKL Wealth Management held 1,861,871 shares of Schwab US Large- Cap ETF worth $47.7M as of Q1 2026.
  • RKL Wealth Management sold 285,943 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.67M.
  • Schwab US Large- Cap ETF made up 4.3% of RKL Wealth Management's portfolio in Q1 2026, its #4 holding.
  • RKL Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Schwab US Large- Cap ETF position peaked at $108M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.