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

SHP 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 		$148K Buy
5,785
+202
+4% +$5.42K 0.01% 322
2025
Q4 		$150K Buy
+5,583
New +$149K 0.01% 292

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 $5.27B AUM 19.34% 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 $1.81B AUM 22.3% 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

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

SHP Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q1 2026, buying an estimated $5.42K and bringing the position to 5,785 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #322.

SHP Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $150K in Q4 2025. 1,539 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • SHP Wealth Management held 5,785 shares of Schwab US Large- Cap ETF worth $148K as of Q1 2026.
  • SHP Wealth Management bought 202 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.42K.
  • Schwab US Large- Cap ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #322 holding.
  • SHP Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Schwab US Large- Cap ETF position peaked at $150K in Q4 2025.
  • 1,539 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.