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Schneider Downs Wealth Management Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Schneider Downs Wealth Management 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 		$36.6M Buy
1,427,777
+7,329
+0.5% +$197K 4.04% 8
2025
Q4 		$38.2M Buy
1,420,448
+13,031
+0.9% +$348K 4.31% 7
2025
Q3 		$37.1M Sell
1,407,417
-142,811
-9% -$3.63M 4.4% 7
2025
Q2 		$37.9M Buy
1,550,228
+41,957
+3% +$949K 5.66% 5
2025
Q1 		$33.3M Buy
1,508,271
+11,455
+0.8% +$267K 6.03% 5
2024
Q4 		$34.7M Buy
1,496,816
+69,374
+5% +$1.62M 6.53% 5
2024
Q3 		$32.3M Sell
1,427,442
-3,054
-0.2% -$66.5K 6.61% 5
2024
Q2 		$30.6M Buy
1,430,496
+115,551
+9% +$2.39M 6.82% 5
2024
Q1 		$27.2M Buy
1,314,945
+51,123
+4% +$1.01M 6.27% 5
2023
Q4 		$23.8M Sell
1,263,822
-41,019
-3% -$720K 6.18% 4
2023
Q3 		$22M Buy
1,304,841
+23,328
+2% +$409K 5.1% 5
2023
Q2 		$22.4M Buy
1,281,513
+54,372
+4% +$898K 5.11% 5
2023
Q1 		$19.8M Buy
1,227,141
+31,206
+3% +$491K 4.06% 5
2022
Q4 		$18M Buy
1,195,935
+91,239
+8% +$1.38M 3.95% 5
2022
Q3 		$15.6M Buy
1,104,696
+36,753
+3% +$577K 4.57% 5
2022
Q2 		$15.9M Buy
1,067,943
+52,938
+5% +$858K 4.44% 5
2022
Q1 		$18.2M Buy
1,015,005
+66,819
+7% +$1.18M 4.64% 4
2021
Q4 		$18M Buy
948,186
+27,720
+3% +$512K 4.3% 5
2021
Q3 		$16M Buy
920,466
+36,546
+4% +$652K 4.12% 6
2021
Q2 		$15.3M Buy
883,920
+41,100
+5% +$693K 3.97% 6
2021
Q1 		$13.5M Buy
842,820
+39,660
+5% +$621K 3.3% 6
2020
Q4 		$12.2M Buy
803,160
+15,444
+2% +$221K 3.39% 6
2020
Q3 		$10.6M Buy
787,716
+9,894
+1% +$131K 3.55% 5
2020
Q2 		$9.61M Buy
777,822
+123,252
+19% +$1.44M 3.28% 4
2020
Q1 		$6.68M Buy
654,570
+214,230
+49% +$2.6M 2.45% 7
2019
Q4 		$5.64M Buy
440,340
+25,398
+6% +$311K 1.68% 9
2019
Q3 		$4.91M Buy
414,942
+25,266
+6% +$298K 1.53% 9
2019
Q2 		$4.56M Buy
389,676
+45,246
+13% +$520K 1.59% 9
2019
Q1 		$3.88M Buy
344,430
+53,526
+18% +$580K 1.46% 9
2018
Q4 		$2.89M Buy
290,904
+98,622
+51% +$1.06M 1.25% 8
2018
Q3 		$2.23M Buy
192,282
+12,840
+7% +$146K 1.41% 10
2018
Q2 		$1.94M Buy
179,442
+20,388
+13% +$220K 1.29% 12
2018
Q1 		$1.67M Buy
159,054
+53,544
+51% +$582K 0.94% 12
2017
Q4 		$1.12M Buy
105,510
+11,802
+13% +$122K 0.65% 14
2017
Q3 		$938K Buy
93,708
+2,478
+3% +$24.3K 0.6% 15
2017
Q2 		$878K Buy
91,230
+31,086
+52% +$297K 0.58% 16
2017
Q1 		$564K Buy
60,144
+11,658
+24% +$108K 0.39% 22
2016
Q4 		$430K Buy
48,486
+15,792
+48% +$137K 0.29% 24
2016
Q3 		$281K Buy
32,694
+3,564
+12% +$30.6K 0.18% 27
2016
Q2 		$242K Buy
+29,130
New +$239K 0.16% 25

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

Schneider Downs Wealth Management Advisors's SCHX Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q1 2026, buying an estimated $197K and bringing the position to 1,427,777 shares worth $36.6M. The position accounts for 4.04% of the portfolio, ranked #8.

Schneider Downs Wealth Management Advisors first reported a position in SCHX in Q2 2016 and has held it in 40 quarters since. The position peaked at $38.2M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 1,427,777 shares of Schwab US Large- Cap ETF worth $36.6M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 7,329 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $197K.
  • Schwab US Large- Cap ETF made up 4.04% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #8 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Schneider Downs Wealth Management Advisors's Schwab US Large- Cap ETF position peaked at $38.2M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.