Signal Tree Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Signal Tree Financial Partners’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	$410K	Sell	15,999 -1,476	-8%	-$39.6K	0.31%	29
2025 Q4	$470K	Buy	17,475 +300	+2%	+$8.01K	0.36%	31
2025 Q3	$454K	Sell	17,175 -154	-0.9%	-$3.91K	0.36%	31
2025 Q2	$424K	Sell	17,329 -278	-2%	-$6.29K	0.36%	29
2025 Q1	$389K	Hold	17,607	–	–	0.39%	27
2024 Q4	$408K	Buy	+17,607	New	+$410K	0.48%	27

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

Signal Tree Financial Partners's SCHX Position: Q1 2026 in Review

Signal Tree Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.4% in Q1 2026, selling an estimated $39.6K and leaving 15,999 shares worth $410K. The position accounts for 0.31% of the portfolio, ranked #29.

Signal Tree Financial Partners first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Signal Tree Financial Partners held 15,999 shares of Schwab US Large- Cap ETF worth $410K as of Q1 2026.
Signal Tree Financial Partners sold 1,476 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $39.6K.
Schwab US Large- Cap ETF made up 0.31% of Signal Tree Financial Partners's portfolio in Q1 2026, its #29 holding.
Signal Tree Financial Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Signal Tree Financial Partners's Schwab US Large- Cap ETF position peaked at $470K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.