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SFMG Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

SFMG Wealth 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 		$6.66M Buy
259,562
+1,214
+0.5% +$32.6K 0.45% 28
2025
Q4 		$6.95M Buy
258,348
+944
+0.4% +$25.2K 0.47% 27
2025
Q3 		$6.78M Sell
257,404
-16,132
-6% -$410K 0.47% 29
2025
Q2 		$6.69M Sell
273,536
-40,680
-13% -$920K 0.5% 31
2025
Q1 		$6.94M Sell
314,216
-49,095
-14% -$1.14M 0.55% 25
2024
Q4 		$8.42M Buy
363,311
+76,889
+27% +$1.79M 0.66% 22
2024
Q3 		$6.48M Buy
286,422
+1,098
+0.4% +$23.9K 0.53% 23
2024
Q2 		$6.11M Buy
285,324
+1,179
+0.4% +$24.4K 0.53% 23
2024
Q1 		$5.88M Sell
284,145
-339
-0.1% -$6.67K 0.51% 27
2023
Q4 		$5.35M Buy
284,484
+64,983
+30% +$1.14M 0.5% 28
2023
Q3 		$3.7M Sell
219,501
-1,530
-0.7% -$26.8K 0.38% 35
2023
Q2 		$3.86M Sell
221,031
-5,004
-2% -$82.6K 0.4% 34
2023
Q1 		$3.64M Sell
226,035
-6,057
-3% -$95.3K 0.39% 33
2022
Q4 		$3.49M Sell
232,092
-108
-0% -$1.64K 0.39% 35
2022
Q3 		$3.27M Buy
232,200
+3,933
+2% +$61.7K 0.38% 35
2022
Q2 		$3.4M Sell
228,267
-174,891
-43% -$2.83M 0.39% 35
2022
Q1 		$7.24M Sell
403,158
-92,844
-19% -$1.64M 0.72% 18
2021
Q4 		$9.41M Sell
496,002
-14,454
-3% -$267K 0.91% 17
2021
Q3 		$8.85M Sell
510,456
-6,564
-1% -$117K 0.98% 16
2021
Q2 		$8.96M Sell
517,020
-1,032
-0.2% -$17.4K 1% 16
2021
Q1 		$8.29M Sell
518,052
-22,692
-4% -$356K 0.96% 18
2020
Q4 		$8.2M Sell
540,744
-26,328
-5% -$377K 1.04% 16
2020
Q3 		$7.62M Buy
567,072
+4,662
+0.8% +$61.9K 1.05% 17
2020
Q2 		$6.95M Sell
562,410
-44,574
-7% -$519K 0.99% 20
2020
Q1 		$6.2M Sell
606,984
-4,416,966
-88% -$53.6M 0.93% 18
2019
Q4 		$64.3M Buy
5,023,950
+21,258
+0.4% +$261K 7.87% 3
2019
Q3 		$59.1M Sell
5,002,692
-21,468
-0.4% -$253K 8.01% 4
2019
Q2 		$60.5M Sell
5,024,160
-46,788
-0.9% -$537K 8.21% 4
2019
Q1 		$57.1M Sell
5,070,948
-371,808
-7% -$4.03M 8.26% 4
2018
Q4 		$54.2M Sell
5,442,756
-1,878,120
-26% -$20.2M 8.76% 3
2018
Q3 		$79.3M Sell
7,320,876
-16,896
-0.2% -$192K 12.2% 2
2018
Q2 		$79.5M Sell
7,337,772
-52,056
-0.7% -$561K 12.88% 2
2018
Q1 		$77.7M Buy
7,389,828
+168,354
+2% +$1.83M 13.17% 2
2017
Q4 		$76.8M Buy
7,221,474
+2,666,472
+59% +$27.6M 12.74% 2
2017
Q3 		$45.6M Buy
4,555,002
+199,494
+5% +$1.96M 8.91% 3
2017
Q2 		$41.9M Buy
4,355,508
+200,952
+5% +$1.92M 8.7% 3
2017
Q1 		$39M Buy
4,154,556
+268,974
+7% +$2.49M 7.89% 4
2016
Q4 		$34.5M Buy
+3,885,582
New +$33.7M 7.35% 4
2013
Q3 		– Sell
-110,658
Closed -$704K – 73
2013
Q2 		$704K Buy
+110,658
New +$708K 0.28% 30

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

SFMG Wealth Advisors's SCHX Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.47% in Q1 2026, buying an estimated $32.6K and bringing the position to 259,562 shares worth $6.66M. The position accounts for 0.45% of the portfolio, ranked #28.

SFMG Wealth Advisors first reported a position in SCHX in Q2 2013 and has held it in 39 quarters since. The position peaked at $79.5M in Q2 2018. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • SFMG Wealth Advisors held 259,562 shares of Schwab US Large- Cap ETF worth $6.66M as of Q1 2026.
  • SFMG Wealth Advisors bought 1,214 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $32.6K.
  • Schwab US Large- Cap ETF made up 0.45% of SFMG Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • SFMG Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 39 quarters since.
  • SFMG Wealth Advisors's Schwab US Large- Cap ETF position peaked at $79.5M in Q2 2018.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.