Snowden Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Snowden Capital Advisors’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	$324K	Sell	12,635 -444	-3%	-$11.9K	0.01%	991
2025 Q4	$352K	Buy	13,079 +498	+4%	+$13.3K	0.01%	988
2025 Q3	$331K	Buy	12,581 +59	+0.5%	+$1.5K	0.01%	977
2025 Q2	$306K	Buy	12,522 +402	+3%	+$9.09K	0.01%	993
2025 Q1	$268K	Sell	12,120 -405	-3%	-$9.43K	0.01%	1035
2024 Q4	$290K	Hold	12,525	–	–	0.01%	1009
2024 Q3	$283K	Buy	12,525 +405	+3%	+$8.82K	0.01%	1021
2024 Q2	$260K	Hold	12,120	–	–	0.01%	1026
2024 Q1	$251K	Buy	12,120 +405	+3%	+$7.97K	0.01%	1038
2023 Q4	$220K	Buy	+11,715	New	+$206K	0.01%	1043

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

Snowden Capital Advisors's SCHX Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.4% in Q1 2026, selling an estimated $11.9K and leaving 12,635 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #991.

Snowden Capital Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $352K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Snowden Capital Advisors held 12,635 shares of Schwab US Large- Cap ETF worth $324K as of Q1 2026.
Snowden Capital Advisors sold 444 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.9K.
Schwab US Large- Cap ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #991 holding.
Snowden Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Snowden Capital Advisors's Schwab US Large- Cap ETF position peaked at $352K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.