RWA Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

RWA Wealth Partners’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	$4.02M	Sell	156,669 -5,743	-4%	-$154K	0.04%	190
2025 Q4	$4.37M	Buy	162,412 +21,383	+15%	+$571K	0.05%	180
2025 Q3	$3.71M	Sell	141,029 -1,119	-0.8%	-$28.4K	0.04%	201
2025 Q2	$3.47M	Buy	142,148 +86	+0.1%	+$1.94K	0.04%	194
2025 Q1	$3.14M	Sell	142,062 -23,608	-14%	-$550K	0.04%	194
2024 Q4	$3.84M	Sell	165,670 -3,308	-2%	-$77.1K	0.05%	174
2024 Q3	$3.82M	Buy	168,978 +33	+0%	+$719	0.05%	177
2024 Q2	$3.62M	Sell	168,945 -11,592	-6%	-$240K	0.05%	173
2024 Q1	$3.73M	Sell	180,537 -126	-0.1%	-$2.48K	0.05%	169
2023 Q4	$3.4M	Buy	180,663 +15,942	+10%	+$280K	0.05%	168
2023 Q3	$2.78M	Sell	164,721 -5,358	-3%	-$94K	0.06%	113
2023 Q2	$2.97M	Buy	+170,079	New	+$2.81M	0.07%	104
2018 Q4	–	Sell	-35,958	Closed	-$417K	–	242
2018 Q3	$417K	Buy	+35,958	New	+$409K	0.05%	159

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

RWA Wealth Partners's SCHX Position: Q1 2026 in Review

RWA Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q1 2026, selling an estimated $154K and leaving 156,669 shares worth $4.02M. The position accounts for 0.04% of the portfolio, ranked #190.

RWA Wealth Partners first reported a position in SCHX in Q3 2018 and has held it in 13 quarters since. The position peaked at $4.37M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

RWA Wealth Partners held 156,669 shares of Schwab US Large- Cap ETF worth $4.02M as of Q1 2026.
RWA Wealth Partners sold 5,743 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $154K.
Schwab US Large- Cap ETF made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #190 holding.
RWA Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 13 quarters since.
RWA Wealth Partners's Schwab US Large- Cap ETF position peaked at $4.37M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.