Seaside Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Seaside Wealth Management’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	$406K	Hold	15,852	–	–	0.11%	43
2025 Q4	$427K	Hold	15,852	–	–	0.12%	42
2025 Q3	$418K	Hold	15,852	–	–	0.12%	44
2025 Q2	$387K	Hold	15,852	–	–	0.12%	46
2025 Q1	$350K	Hold	15,852	–	–	0.12%	41
2024 Q4	$367K	Hold	15,852	–	–	0.13%	41
2024 Q3	$359K	Hold	15,852	–	–	0.14%	41
2024 Q2	$339K	Hold	15,852	–	–	0.14%	43
2024 Q1	$328K	Hold	15,852	–	–	0.14%	38
2023 Q4	$298K	Hold	15,852	–	–	0.14%	39
2023 Q3	$267K	Hold	15,852	–	–	0.14%	39
2023 Q2	$277K	Hold	15,852	–	–	0.14%	38
2023 Q1	$256K	Hold	15,852	–	–	0.16%	41
2022 Q4	$239K	Hold	15,852	–	–	0.16%	41
2022 Q3	$241K	Hold	15,852	–	–	0.17%	41
2022 Q2	$257K	Buy	+15,852	New	+$257K	0.19%	40

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

Seaside Wealth Management's SCHX Position: Q1 2026 in Review

Seaside Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 15,852 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #43.

Seaside Wealth Management first reported a position in SCHX in Q2 2022 and has held it in 16 quarters since. The position peaked at $427K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Seaside Wealth Management held 15,852 shares of Schwab US Large- Cap ETF worth $406K as of Q1 2026.
Seaside Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.11% of Seaside Wealth Management's portfolio in Q1 2026, its #43 holding.
Seaside Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's Schwab US Large- Cap ETF position peaked at $427K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.