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

Roundview Capital’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 		$3.15M Sell
122,932
-2,620
-2% -$70.3K 0.2% 113
2025
Q4 		$3.38M Sell
125,552
-1,432
-1% -$38.2K 0.21% 105
2025
Q3 		$3.34M Sell
126,984
-952
-0.7% -$24.2K 0.21% 107
2025
Q2 		$3.13M Buy
127,936
+1,913
+2% +$43.3K 0.21% 110
2025
Q1 		$2.78M Sell
126,023
-2,930
-2% -$68.2K 0.2% 115
2024
Q4 		$2.99M Buy
128,953
+346
+0.3% +$8.06K 0.21% 112
2024
Q3 		$2.91M Sell
128,607
-2,961
-2% -$64.5K 0.21% 106
2024
Q2 		$2.82M Sell
131,568
-945
-0.7% -$19.5K 0.22% 103
2024
Q1 		$2.74M Buy
132,513
+69
+0.1% +$1.36K 0.22% 105
2023
Q4 		$2.49M Sell
132,444
-612
-0.5% -$10.7K 0.23% 97
2023
Q3 		$2.24M Buy
133,056
+2,034
+2% +$35.7K 0.23% 102
2023
Q2 		$2.29M Sell
131,022
-2,244
-2% -$37.1K 0.22% 107
2023
Q1 		$2.15M Sell
133,266
-1,350
-1% -$21.2K 0.22% 112
2022
Q4 		$2.03M Buy
134,616
+270
+0.2% +$4.09K 0.23% 113
2022
Q3 		$1.9M Buy
134,346
+318
+0.2% +$4.99K 0.24% 109
2022
Q2 		$2M Buy
134,028
+735
+0.6% +$11.9K 0.24% 109
2022
Q1 		$2.39M Buy
133,293
+3,459
+3% +$61.2K 0.25% 102
2021
Q4 		$2.46M Buy
129,834
+666
+0.5% +$12.3K 0.25% 102
2021
Q3 		$2.24M Buy
129,168
+234
+0.2% +$4.17K 0.25% 105
2021
Q2 		$2.23M Buy
128,934
+84
+0.1% +$1.42K 0.25% 101
2021
Q1 		$2.06M Hold
128,850
– – 0.26% 104
2020
Q4 		$1.95M Sell
128,850
-4,344
-3% -$62.2K 0.27% 95
2020
Q3 		$1.79M Sell
133,194
-3,546
-3% -$47.1K 0.28% 88
2020
Q2 		$1.69M Sell
136,740
-6,906
-5% -$80.5K 0.29% 90
2020
Q1 		$1.47M Buy
143,646
+14,778
+11% +$179K 0.31% 90
2019
Q4 		$1.65M Buy
128,868
+7,896
+7% +$96.8K 0.31% 95
2019
Q3 		$1.43M Buy
120,972
+1,278
+1% +$15.1K 0.31% 96
2019
Q2 		$1.4M Buy
119,694
+16,818
+16% +$193K 0.32% 92
2019
Q1 		$1.16M Buy
102,876
+31,650
+44% +$343K 0.28% 98
2018
Q4 		$709K Buy
71,226
+8,112
+13% +$87.1K 0.2% 126
2018
Q3 		$732K Buy
63,114
+7,890
+14% +$89.7K 0.18% 141
2018
Q2 		$598K Buy
55,224
+3,372
+7% +$36.4K 0.16% 155
2018
Q1 		$545K Buy
51,852
+4,530
+10% +$49.3K 0.15% 150
2017
Q4 		$503K Buy
47,322
+2,760
+6% +$28.6K 0.13% 159
2017
Q3 		$446K Buy
44,562
+11,622
+35% +$114K 0.13% 162
2017
Q2 		$317K Buy
32,940
+5,400
+20% +$51.5K 0.09% 186
2017
Q1 		$258K Buy
+27,540
New +$255K 0.08% 184

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

Roundview Capital's SCHX Position: Q1 2026 in Review

Roundview Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q1 2026, selling an estimated $70.3K and leaving 122,932 shares worth $3.15M. The position accounts for 0.2% of the portfolio, ranked #113.

Roundview Capital first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.38M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Roundview Capital held 122,932 shares of Schwab US Large- Cap ETF worth $3.15M as of Q1 2026.
  • Roundview Capital sold 2,620 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $70.3K.
  • Schwab US Large- Cap ETF made up 0.2% of Roundview Capital's portfolio in Q1 2026, its #113 holding.
  • Roundview Capital first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Roundview Capital's Schwab US Large- Cap ETF position peaked at $3.38M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.