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Secure Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Secure Asset 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 		– Sell
-11,952
Closed -$322K – 368
2025
Q4 		$322K Sell
11,952
-98
-0.8% -$2.62K 0.05% 258
2025
Q3 		$319K Buy
12,050
+841
+8% +$21.4K 0.05% 238
2025
Q2 		$274K Buy
+11,209
New +$253K 0.05% 260

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Secure Asset Management's SCHX Position: Q1 2026 in Review

Secure Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 11,952 shares — an estimated $322K sold.

Secure Asset Management first reported a position in SCHX in Q2 2025 and held it in 3 quarters. The position peaked at $322K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Secure Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 11,952 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $322K.
  • Secure Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 3 quarters.
  • Secure Asset Management's Schwab US Large- Cap ETF position peaked at $322K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.