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

Simplex Trading’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	–	Sell	-82	Closed	-$2.21K	–	10021
2025 Q4	$2.21K	Buy	+82	New	+$2.19K	﹤0.01%	7802
2018 Q2	–	Sell	-72,486	Closed	-$762K	–	7835
2018 Q1	$762K	Buy	72,486 +14,886	+26%	+$162K	0.03%	509
2017 Q4	$612K	Buy	+57,600	New	+$597K	0.03%	613
2015 Q3	–	Sell	-1,398	Closed	-$11K	–	6109
2015 Q2	$11K	Buy	1,398 +1,290	+1,194%	+$10.8K	﹤0.01%	2993
2015 Q1	$0	Buy	+108	New	+$889	﹤0.01%	5514

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Simplex Trading's SCHX Position: Q1 2026 in Review

Simplex Trading sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 82 shares — an estimated $2.21K sold.

Simplex Trading first reported a position in SCHX in Q1 2015 and held it in 5 quarters. The position peaked at $762K in Q1 2018. 1,543 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Simplex Trading reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 82 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.21K.
Simplex Trading first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 5 quarters.
Simplex Trading's Schwab US Large- Cap ETF position peaked at $762K in Q1 2018.
1,543 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.