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

Simplicity Wealth’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	$3.18M	Sell	123,908 -103,394	-45%	-$2.77M	0.18%	126
2025 Q4	$6.12M	Buy	227,302 +12,079	+6%	+$323K	0.36%	61
2025 Q3	$5.67M	Buy	+215,223	New	+$5.47M	0.33%	69
2024 Q3	–	Sell	-128,307	Closed	-$2.75M	–	1072
2024 Q2	$2.75M	Buy	128,307 +7,473	+6%	+$154K	0.06%	295
2024 Q1	$2.5M	Buy	+120,834	New	+$2.38M	0.06%	307

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 $1.54B AUM 16.9% 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

Simplicity Wealth's SCHX Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 45% in Q1 2026, selling an estimated $2.77M and leaving 123,908 shares worth $3.18M. The position accounts for 0.18% of the portfolio, ranked #126.

Simplicity Wealth first reported a position in SCHX in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.12M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Simplicity Wealth held 123,908 shares of Schwab US Large- Cap ETF worth $3.18M as of Q1 2026.
Simplicity Wealth sold 103,394 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.77M.
Schwab US Large- Cap ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #126 holding.
Simplicity Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 5 quarters since.
Simplicity Wealth's Schwab US Large- Cap ETF position peaked at $6.12M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.