Sand Hill Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sand Hill Global 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	$4.11M	Sell	160,379 -9,237	-5%	-$248K	0.14%	80
2025 Q4	$4.56M	Buy	169,616 +9,799	+6%	+$262K	0.16%	80
2025 Q3	$4.21M	Hold	159,817	–	–	0.15%	85
2025 Q2	$3.91M	Sell	159,817 -6,064	-4%	-$137K	0.15%	85
2025 Q1	$3.66M	Hold	165,881	–	–	0.15%	80
2024 Q4	$3.85M	Buy	165,881 +3,875	+2%	+$90.3K	0.16%	73
2024 Q3	$3.66M	Hold	162,006	–	–	0.15%	78
2024 Q2	$3.47M	Sell	162,006 -384	-0.2%	-$7.93K	0.16%	79
2024 Q1	$3.36M	Hold	162,390	–	–	0.16%	75
2023 Q4	$3.05M	Sell	162,390 -5,592	-3%	-$98.2K	0.15%	80
2023 Q3	$2.83M	Hold	167,982	–	–	0.16%	71
2023 Q2	$2.93M	Hold	167,982	–	–	0.15%	73
2023 Q1	$2.71M	Hold	167,982	–	–	0.15%	74
2022 Q4	$2.53M	Hold	167,982	–	–	0.14%	79
2022 Q3	$2.37M	Sell	167,982 -9	-0%	-$141	0.15%	75
2022 Q2	$2.5M	Sell	167,991 -2,097	-1%	-$34K	0.14%	78
2022 Q1	$3.05M	Sell	170,088 -8,430	-5%	-$149K	0.17%	67
2021 Q4	$3.39M	Buy	178,518 +6	+0%	+$111	0.19%	67
2021 Q3	$3.1M	Buy	+178,512	New	+$3.18M	0.19%	65

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 $1.54B AUM 16.9% 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

Sand Hill Global Advisors's SCHX Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.4% in Q1 2026, selling an estimated $248K and leaving 160,379 shares worth $4.11M. The position accounts for 0.14% of the portfolio, ranked #80.

Sand Hill Global Advisors first reported a position in SCHX in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.56M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Sand Hill Global Advisors held 160,379 shares of Schwab US Large- Cap ETF worth $4.11M as of Q1 2026.
Sand Hill Global Advisors sold 9,237 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $248K.
Schwab US Large- Cap ETF made up 0.14% of Sand Hill Global Advisors's portfolio in Q1 2026, its #80 holding.
Sand Hill Global Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 19 quarters since.
Sand Hill Global Advisors's Schwab US Large- Cap ETF position peaked at $4.56M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.