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

Seneca Financial 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 		$3.11M Buy
121,252
+408
+0.3% +$10.9K 0.91% 20
2025
Q4 		$3.25M Buy
120,844
+336
+0.3% +$8.97K 0.99% 19
2025
Q3 		$3.17M Buy
120,508
+4,215
+4% +$107K 1.04% 19
2025
Q2 		$2.84M Sell
116,293
-33
-0% -$746 1.1% 20
2025
Q1 		$2.57M Buy
116,326
+302
+0.3% +$7.03K 1.25% 16
2024
Q4 		$2.69M Sell
116,024
-1,357
-1% -$31.6K 1.34% 16
2024
Q3 		$2.65M Sell
117,381
-312
-0.3% -$6.8K 1.29% 16
2024
Q2 		$2.52M Sell
117,693
-144
-0.1% -$2.98K 1.31% 16
2024
Q1 		$2.44M Sell
117,837
-2,541
-2% -$50K 1.3% 18
2023
Q4 		$2.26M Buy
120,378
+660
+0.6% +$11.6K 1.31% 18
2023
Q3 		$2.02M Buy
119,718
+384
+0.3% +$6.74K 1.38% 15
2023
Q2 		$2.08M Sell
119,334
-15,354
-11% -$254K 1.38% 15
2023
Q1 		$2.17M Sell
134,688
-12,168
-8% -$191K 1.4% 17
2022
Q4 		$2.21M Buy
146,856
+12,495
+9% +$189K 1.4% 17
2022
Q3 		$1.9M Buy
134,361
+4,815
+4% +$75.5K 1.36% 15
2022
Q2 		$1.93M Sell
129,546
-74,517
-37% -$1.21M 1.3% 16
2022
Q1 		$3.66M Buy
204,063
+1,491
+0.7% +$26.4K 2.22% 13
2021
Q4 		$3.84M Buy
202,572
+50,946
+34% +$941K 2.27% 13
2021
Q3 		$2.63M Sell
151,626
-1,974
-1% -$35.2K 1.74% 14
2021
Q2 		$2.66M Buy
153,600
+4,176
+3% +$70.5K 1.74% 12
2021
Q1 		$2.39M Buy
149,424
+8,538
+6% +$134K 1.68% 13
2020
Q4 		$2.14M Buy
+140,886
New +$2.02M 1.62% 13

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 $1.54B AUM 16.9% 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

Seneca Financial Advisors's SCHX Position: Q1 2026 in Review

Seneca Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.34% in Q1 2026, buying an estimated $10.9K and bringing the position to 121,252 shares worth $3.11M. The position accounts for 0.91% of the portfolio, ranked #20.

Seneca Financial Advisors first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.84M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Seneca Financial Advisors held 121,252 shares of Schwab US Large- Cap ETF worth $3.11M as of Q1 2026.
  • Seneca Financial Advisors bought 408 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $10.9K.
  • Schwab US Large- Cap ETF made up 0.91% of Seneca Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Seneca Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Schwab US Large- Cap ETF position peaked at $3.84M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.