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

SMART 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 		$249K Buy
9,723
+50
+0.5% +$1.34K 0.07% 188
2025
Q4 		$260K Buy
+9,673
New +$258K 0.08% 157
2025
Q2 		– Sell
-14,368
Closed -$317K – 192
2025
Q1 		$317K Buy
+14,368
New +$334K 0.11% 122

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

SMART Wealth's SCHX Position: Q1 2026 in Review

SMART Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q1 2026, buying an estimated $1.34K and bringing the position to 9,723 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #188.

SMART Wealth first reported a position in SCHX in Q1 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • SMART Wealth held 9,723 shares of Schwab US Large- Cap ETF worth $249K as of Q1 2026.
  • SMART Wealth bought 50 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.34K.
  • Schwab US Large- Cap ETF made up 0.07% of SMART Wealth's portfolio in Q1 2026, its #188 holding.
  • SMART Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • SMART Wealth's Schwab US Large- Cap ETF position peaked at $317K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.