Robinson Smith Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Robinson Smith Wealth Advisors’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	$1.02M	Hold	39,698	–	–	0.69%	30
2025 Q4	$1.07M	Hold	39,698	–	–	0.73%	30
2025 Q3	$1.05M	Sell	39,698 -1,094	-3%	-$27.8K	0.75%	28
2025 Q2	$997K	Buy	40,792 +1,752	+4%	+$39.6K	0.8%	27
2025 Q1	$862K	Hold	39,040	–	–	0.72%	31
2024 Q4	$905K	Sell	39,040 -2	-0%	-$47	0.77%	29
2024 Q3	$883K	Hold	39,042	–	–	0.75%	32
2024 Q2	$836K	Hold	39,042	–	–	0.74%	36
2024 Q1	$808K	Sell	39,042 -6,240	-14%	-$123K	0.78%	33
2023 Q4	$851K	Buy	+45,282	New	+$795K	0.84%	29

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

Robinson Smith Wealth Advisors's SCHX Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 39,698 shares worth $1.02M. The position accounts for 0.69% of the portfolio, ranked #30.

Robinson Smith Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Robinson Smith Wealth Advisors held 39,698 shares of Schwab US Large- Cap ETF worth $1.02M as of Q1 2026.
Robinson Smith Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.69% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Robinson Smith Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.07M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.