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Schoolcraft Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Schoolcraft Capital’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 		$1.1M Sell
43,056
-128
-0.3% -$3.43K 0.21% 36
2025
Q4 		$1.16M Sell
43,184
-188
-0.4% -$5.02K 0.23% 36
2025
Q3 		$1.14M Sell
43,372
-1,415
-3% -$35.9K 0.23% 36
2025
Q2 		$1.09M Sell
44,787
-15,044
-25% -$340K 0.22% 36
2025
Q1 		$1.32M Sell
59,831
-17,192
-22% -$400K 0.26% 37
2024
Q4 		$1.79M Sell
77,023
-4,106
-5% -$95.7K 0.37% 31
2024
Q3 		$1.83M Hold
81,129
– – 0.37% 31
2024
Q2 		$1.74M Buy
81,129
+30,249
+59% +$625K 0.37% 31
2024
Q1 		$1.05M Sell
50,880
-1,020
-2% -$20.1K 0.25% 34
2023
Q4 		$976K Sell
51,900
-762
-1% -$13.4K 0.25% 33
2023
Q3 		$888K Sell
52,662
-918
-2% -$16.1K 0.25% 33
2023
Q2 		$935K Sell
53,580
-291
-0.5% -$4.8K 0.26% 33
2023
Q1 		$869K Sell
53,871
-1,212
-2% -$19.1K 0.25% 32
2022
Q4 		$829K Sell
55,083
-1,188
-2% -$18K 0.26% 31
2022
Q3 		$794K Sell
56,271
-1,932
-3% -$30.3K 0.27% 28
2022
Q2 		$866K Sell
58,203
-666
-1% -$10.8K 0.28% 26
2022
Q1 		$1.06M Sell
58,869
-5,223
-8% -$92.5K 0.33% 27
2021
Q4 		$1.22M Sell
64,092
-540
-0.8% -$9.98K 0.37% 24
2021
Q3 		$1.12M Sell
64,632
-1,122
-2% -$20K 0.38% 25
2021
Q2 		$1.14M Buy
65,754
+228
+0.3% +$3.85K 0.41% 24
2021
Q1 		$1.05M Sell
65,526
-144
-0.2% -$2.26K 0.42% 22
2020
Q4 		$995K Sell
65,670
-120
-0.2% -$1.72K 0.42% 22
2020
Q3 		$884K Sell
65,790
-1,518
-2% -$20.2K 0.42% 22
2020
Q2 		$831K Buy
67,308
+29,016
+76% +$338K 0.41% 23
2020
Q1 		$391K Buy
38,292
+4,992
+15% +$60.6K 0.24% 33
2019
Q4 		$426K Buy
33,300
+690
+2% +$8.46K 0.22% 43
2019
Q3 		$386K Sell
32,610
-942
-3% -$11.1K 0.22% 39
2019
Q2 		$393K Buy
33,552
+1,008
+3% +$11.6K 0.23% 36
2019
Q1 		$367K Buy
+32,544
New +$353K 0.24% 34

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

Schoolcraft Capital's SCHX Position: Q1 2026 in Review

Schoolcraft Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q1 2026, selling an estimated $3.43K and leaving 43,056 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #36.

Schoolcraft Capital first reported a position in SCHX in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.83M in Q3 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Schoolcraft Capital held 43,056 shares of Schwab US Large- Cap ETF worth $1.1M as of Q1 2026.
  • Schoolcraft Capital sold 128 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.43K.
  • Schwab US Large- Cap ETF made up 0.21% of Schoolcraft Capital's portfolio in Q1 2026, its #36 holding.
  • Schoolcraft Capital first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's Schwab US Large- Cap ETF position peaked at $1.83M in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.