Smith, Moore & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Smith, Moore & Co’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	$717K	Hold	27,975	–	–	0.05%	267
2025 Q4	$753K	Buy	27,975 +132	+0.5%	+$3.52K	0.06%	251
2025 Q3	$733K	Hold	27,843	–	–	0.06%	257
2025 Q2	$680K	Hold	27,843	–	–	0.06%	262
2025 Q1	$615K	Hold	27,843	–	–	0.06%	259
2024 Q4	$645K	Hold	27,843	–	–	0.06%	258
2024 Q3	$630K	Hold	27,843	–	–	0.06%	254
2024 Q2	$596K	Hold	27,843	–	–	0.06%	240
2024 Q1	$576K	Hold	27,843	–	–	0.06%	242
2023 Q4	$523K	Hold	27,843	–	–	0.06%	247
2023 Q3	$470K	Hold	27,843	–	–	0.06%	251
2023 Q2	$486K	Hold	27,843	–	–	0.06%	249
2023 Q1	$449K	Hold	27,843	–	–	0.06%	255
2022 Q4	$419K	Sell	27,843 -15,000	-35%	-$227K	0.06%	258
2022 Q3	$605K	Buy	42,843 +81	+0.2%	+$1.27K	0.09%	199
2022 Q2	$637K	Sell	42,762 -636	-1%	-$10.3K	0.1%	198
2022 Q1	$779K	Hold	43,398	–	–	0.11%	190
2021 Q4	$823K	Sell	43,398 -2,082	-5%	-$38.5K	0.11%	185
2021 Q3	$789K	Buy	45,480 +2,958	+7%	+$52.8K	0.12%	172
2021 Q2	$737K	Hold	42,522	–	–	0.11%	188
2021 Q1	$681K	Buy	+42,522	New	+$666K	0.11%	189
2020 Q4	–	Sell	-42,522	Closed	-$571K	–	359
2020 Q3	$571K	Hold	42,522	–	–	0.12%	172
2020 Q2	$525K	Hold	42,522	–	–	0.12%	164
2020 Q1	$434K	Hold	42,522	–	–	0.11%	166
2019 Q4	$544K	Hold	42,522	–	–	0.11%	162
2019 Q3	$503K	Hold	42,522	–	–	0.11%	165
2019 Q2	$497K	Hold	42,522	–	–	0.11%	174
2019 Q1	$479K	Hold	42,522	–	–	0.11%	177
2018 Q4	$423K	Buy	42,522 +2,352	+6%	+$25.2K	0.11%	178
2018 Q3	$466K	Hold	40,170	–	–	0.11%	181
2018 Q2	$435K	Buy	+40,170	New	+$433K	0.11%	176
2017 Q4	–	Sell	-40,170	Closed	-$402K	–	317
2017 Q3	$402K	Hold	40,170	–	–	0.11%	180
2017 Q2	$387K	Hold	40,170	–	–	0.13%	155
2017 Q1	$377K	Hold	40,170	–	–	0.14%	148
2016 Q4	$357K	Hold	40,170	–	–	0.14%	147
2016 Q3	$346K	Hold	40,170	–	–	0.14%	143
2016 Q2	$333K	Hold	40,170	–	–	0.14%	140
2016 Q1	$327K	Hold	40,170	–	–	0.14%	140
2015 Q4	$325K	Hold	40,170	–	–	0.16%	118
2015 Q3	$306K	Hold	40,170	–	–	0.17%	114
2015 Q2	$330K	Hold	40,170	–	–	0.17%	116
2015 Q1	$332K	Buy	40,170 +6,270	+18%	+$51.6K	0.18%	111
2014 Q4	$277K	Buy	+33,900	New	+$271K	0.15%	123

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

Smith, Moore & Co's SCHX Position: Q1 2026 in Review

Smith, Moore & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 27,975 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #267.

Smith, Moore & Co first reported a position in SCHX in Q4 2014 and has held it in 43 quarters since. The position peaked at $823K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Smith, Moore & Co held 27,975 shares of Schwab US Large- Cap ETF worth $717K as of Q1 2026.
Smith, Moore & Co left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.05% of Smith, Moore & Co's portfolio in Q1 2026, its #267 holding.
Smith, Moore & Co first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 43 quarters since.
Smith, Moore & Co's Schwab US Large- Cap ETF position peaked at $823K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.