Sensible Money’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sensible Money’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	$253K	Hold	9,884	–	–	0.08%	73
2025 Q4	$266K	Hold	9,884	–	–	0.08%	69
2025 Q3	$260K	Hold	9,884	–	–	0.09%	70
2025 Q2	$242K	Hold	9,884	–	–	0.09%	76
2025 Q1	$218K	Hold	9,884	–	–	0.09%	76
2024 Q4	$229K	Sell	9,884 -1	-0%	-$23	0.1%	76
2024 Q3	$224K	Hold	9,885	–	–	0.1%	77
2024 Q2	$212K	Hold	9,885	–	–	0.1%	77
2024 Q1	$204K	Buy	+9,885	New	+$195K	0.11%	78

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

Sensible Money's SCHX Position: Q1 2026 in Review

Sensible Money held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 9,884 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #73.

Sensible Money first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Sensible Money held 9,884 shares of Schwab US Large- Cap ETF worth $253K as of Q1 2026.
Sensible Money left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.08% of Sensible Money's portfolio in Q1 2026, its #73 holding.
Sensible Money first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Sensible Money's Schwab US Large- Cap ETF position peaked at $266K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.