Smartleaf Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Smartleaf Asset Management’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	$1.57M	Buy	62,801 +9,117	+17%	+$245K	0.06%	302
2025 Q4	$1.46M	Buy	53,684 +9,437	+21%	+$252K	0.06%	296
2025 Q3	$1.16M	Buy	44,247 +13,475	+44%	+$342K	0.07%	287
2025 Q2	$749K	Sell	30,772 -12,096	-28%	-$273K	0.07%	303
2025 Q1	$941K	Buy	42,868 +12,964	+43%	+$302K	0.09%	241
2024 Q4	$696K	Buy	29,904 +6	+0%	+$140	0.07%	272
2024 Q3	$674K	Hold	29,898	–	–	0.08%	253
2024 Q2	$643K	Hold	29,898	–	–	0.11%	219
2024 Q1	$619K	Buy	29,898 +29,862	+82,950%	+$588K	0.12%	192
2023 Q4	$679	Buy	+36	New	+$632	﹤0.01%	1061

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

Smartleaf Asset Management's SCHX Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q1 2026, buying an estimated $245K and bringing the position to 62,801 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #302.

Smartleaf Asset Management first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Smartleaf Asset Management held 62,801 shares of Schwab US Large- Cap ETF worth $1.57M as of Q1 2026.
Smartleaf Asset Management bought 9,117 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $245K.
Schwab US Large- Cap ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #302 holding.
Smartleaf Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.