Sanctuary Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sanctuary 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	$18.6M	Buy	725,530 +10,619	+1%	+$285K	0.1%	212
2025 Q4	$19.2M	Buy	714,911 +92,094	+15%	+$2.46M	0.11%	204
2025 Q3	$16.4M	Sell	622,817 -9,324	-1%	-$237K	0.09%	221
2025 Q2	$15.4M	Buy	632,141 +69,960	+12%	+$1.58M	0.1%	220
2025 Q1	$12.4M	Sell	562,181 -4,418	-0.8%	-$103K	0.09%	242
2024 Q4	$13.6M	Sell	566,599 -1,315,064	-70%	-$30.6M	0.09%	247
2024 Q3	$14.8M	Buy	1,881,663 +1,378,758	+274%	+$30M	0.09%	238
2024 Q2	$10.1M	Buy	+502,905	New	+$10.4M	0.07%	283

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

Sanctuary Advisors's SCHX Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q1 2026, buying an estimated $285K and bringing the position to 725,530 shares worth $18.6M. The position accounts for 0.1% of the portfolio, ranked #212.

Sanctuary Advisors first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.2M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Sanctuary Advisors held 725,530 shares of Schwab US Large- Cap ETF worth $18.6M as of Q1 2026.
Sanctuary Advisors bought 10,619 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $285K.
Schwab US Large- Cap ETF made up 0.1% of Sanctuary Advisors's portfolio in Q1 2026, its #212 holding.
Sanctuary Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Schwab US Large- Cap ETF position peaked at $19.2M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.