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SCHX icon

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

SignatureFD’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 		$2.63M Buy
102,619
+5,938
+6% +$159K 0.04% 180
2025
Q4 		$2.6M Buy
96,681
+481
+0.5% +$12.8K 0.04% 172
2025
Q3 		$2.53M Buy
96,200
+81
+0.1% +$2.06K 0.04% 179
2025
Q2 		$2.35M Sell
96,119
-387
-0.4% -$8.75K 0.04% 174
2025
Q1 		$2.13M Buy
96,506
+4,403
+5% +$102K 0.04% 176
2024
Q4 		$2.13M Sell
92,103
-2,598
-3% -$60.6K 0.04% 162
2024
Q3 		$2.14M Buy
94,701
+1,185
+1% +$25.8K 0.04% 167
2024
Q2 		$2M Buy
93,516
+33,720
+56% +$697K 0.04% 163
2024
Q1 		$1.24M Buy
59,796
+10,608
+22% +$209K 0.03% 259
2023
Q4 		$925K Sell
49,188
-96
-0.2% -$1.69K 0.02% 303
2023
Q3 		$831K Buy
49,284
+4,815
+11% +$84.5K 0.02% 297
2023
Q2 		$776K Buy
44,469
+18,123
+69% +$299K 0.02% 309
2023
Q1 		$425K Buy
26,346
+873
+3% +$13.7K 0.01% 484
2022
Q4 		$383K Sell
25,473
-1,047
-4% -$15.8K 0.01% 497
2022
Q3 		$374K Sell
26,520
-3,075
-10% -$48.2K 0.01% 474
2022
Q2 		$441K Buy
29,595
+2,190
+8% +$35.5K 0.02% 405
2022
Q1 		$492K Buy
27,405
+1,863
+7% +$33K 0.01% 409
2021
Q4 		$484K Sell
25,542
-366
-1% -$6.76K 0.01% 408
2021
Q3 		$449K Sell
25,908
-2,982
-10% -$53.2K 0.02% 406
2021
Q2 		$501K Buy
28,890
+6,924
+32% +$117K 0.02% 360
2021
Q1 		$352K Sell
21,966
-1,578
-7% -$24.7K 0.02% 397
2020
Q4 		$357K Buy
23,544
+6
+0% +$86 0.02% 354
2020
Q3 		$316K Buy
23,538
+18
+0.1% +$239 0.02% 345
2020
Q2 		$290K Sell
23,520
-5,394
-19% -$62.9K 0.02% 350
2020
Q1 		$295K Buy
28,914
+5,124
+22% +$62.2K 0.03% 303
2019
Q4 		$305K Buy
23,790
+4,026
+20% +$49.3K 0.02% 355
2019
Q3 		$234K Sell
19,764
-2,166
-10% -$25.5K 0.02% 369
2019
Q2 		$257K Sell
21,930
-48,924
-69% -$562K 0.02% 316
2019
Q1 		$798K Buy
70,854
+6
+0% +$65 0.07% 116
2018
Q4 		$705K Buy
70,848
+1,392
+2% +$14.9K 0.07% 122
2018
Q3 		$805K Buy
69,456
+10,176
+17% +$116K 0.08% 125
2018
Q2 		$642K Buy
59,280
+180
+0.3% +$1.94K 0.07% 135
2018
Q1 		$621K Sell
59,100
-78
-0.1% -$848 0.07% 113
2017
Q4 		$629K Buy
59,178
+6
+0% +$62 0.08% 113
2017
Q3 		$592K Sell
59,172
-144
-0.2% -$1.41K 0.08% 106
2017
Q2 		$571K Sell
59,316
-6,030
-9% -$57.5K 0.08% 98
2017
Q1 		$613K Sell
65,346
-60
-0.1% -$555 0.09% 92
2016
Q4 		$581K Sell
65,406
-1,380
-2% -$12K 0.1% 83
2016
Q3 		$575K Buy
66,786
+1,602
+2% +$13.7K 0.08% 85
2016
Q2 		$541K Sell
65,184
-47,592
-42% -$391K 0.08% 69
2016
Q1 		$918K Buy
112,776
+47,514
+73% +$367K 0.16% 34
2015
Q4 		$528K Buy
65,262
+2,466
+4% +$20.1K 0.1% 56
2015
Q3 		$479K Buy
62,796
+120
+0.2% +$971 0.11% 57
2015
Q2 		$515K Sell
62,676
-8,928
-12% -$75K 0.11% 58
2015
Q1 		$592K Sell
71,604
-3,612
-5% -$29.7K 0.14% 49
2014
Q4 		$615K Buy
75,216
+3,696
+5% +$29.5K 0.15% 50
2014
Q3 		$560K Buy
71,520
+8,838
+14% +$69.6K 0.18% 47
2014
Q2 		$489K Buy
62,682
+16,014
+34% +$121K 0.17% 50
2014
Q1 		$348K Buy
46,668
+2,568
+6% +$18.8K 0.14% 51
2013
Q4 		$324K Buy
44,100
+15,018
+52% +$106K 0.12% 55
2013
Q3 		$195K Buy
+29,082
New +$194K 0.08% 80

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 $1.81B 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

SignatureFD's SCHX Position: Q1 2026 in Review

SignatureFD increased its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q1 2026, buying an estimated $159K and bringing the position to 102,619 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #180.

SignatureFD first reported a position in SCHX in Q3 2013 and has held it in 51 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • SignatureFD held 102,619 shares of Schwab US Large- Cap ETF worth $2.63M as of Q1 2026.
  • SignatureFD bought 5,938 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $159K.
  • Schwab US Large- Cap ETF made up 0.04% of SignatureFD's portfolio in Q1 2026, its #180 holding.
  • SignatureFD first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.