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

Scarborough 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	$60.5M	Buy	+2,359,231	New	+$63.3M	6.62%	1
2025 Q2	–	Sell	-2,773,343	Closed	-$61.2M	–	494
2025 Q1	$61.2M	Sell	2,773,343 -706,341	-20%	-$16.4M	8.72%	1
2024 Q4	$80.7M	Sell	3,479,684 -1,240,306	-26%	-$28.9M	11.4%	1
2024 Q3	$107M	Buy	+4,719,990	New	+$103M	17.25%	1
2024 Q1	–	Sell	-4,841,457	Closed	-$91M	–	666
2023 Q4	$91M	Buy	4,841,457 +195,342	+4%	+$3.43M	18.74%	1
2023 Q3	$78.4M	Buy	4,646,115 +37,278	+0.8%	+$654K	19.03%	1
2023 Q2	$80.5M	Buy	4,608,837 +597,957	+15%	+$9.87M	19.25%	1
2023 Q1	$64.7M	Sell	4,010,880 -232,206	-5%	-$3.65M	16.29%	1
2022 Q4	$63.9M	Buy	4,243,086 +572,697	+16%	+$8.67M	17.11%	1
2022 Q3	$51.8M	Buy	3,670,389 +1,329,669	+57%	+$20.9M	16.15%	1
2022 Q2	$34.8M	Buy	2,340,720 +12,324	+0.5%	+$200K	11.88%	1
2022 Q1	$41.8M	Buy	2,328,396 +537,552	+30%	+$9.52M	13.35%	1
2021 Q4	$34M	Buy	+1,790,844	New	+$33.1M	11.67%	1

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

Scarborough Advisors's SCHX Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 2,359,231 shares worth $60.5M. The stake represents 6.62% of the portfolio and ranks #1 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in SCHX as recently as Q1 2025.

Scarborough Advisors first reported a position in SCHX in Q4 2021 and has held it in 13 quarters since. The position peaked at $107M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Scarborough Advisors held 2,359,231 shares of Schwab US Large- Cap ETF worth $60.5M as of Q1 2026.
Schwab US Large- Cap ETF was a new Scarborough Advisors position in Q1 2026.
Schwab US Large- Cap ETF made up 6.62% of Scarborough Advisors's portfolio in Q1 2026, its #1 holding.
Scarborough Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 13 quarters since.
Scarborough Advisors's Schwab US Large- Cap ETF position peaked at $107M in Q3 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.