SOL Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SOL Capital 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	–	Sell	-8,350	Closed	-$225K	–	258
2025 Q4	$225K	Buy	8,350 +500	+6%	+$13.4K	0.02%	298
2025 Q3	$207K	Buy	+7,850	New	+$199K	0.02%	300
2018 Q1	–	Sell	-28,320	Closed	-$301K	–	247
2017 Q4	$301K	Sell	28,320 -3,000	-10%	-$31.1K	0.09%	200
2017 Q3	$313K	Sell	31,320 -1,500	-5%	-$14.7K	0.09%	203
2017 Q2	$316K	Sell	32,820 -7,200	-18%	-$68.7K	0.09%	200
2017 Q1	$375K	Buy	40,020 +330	+0.8%	+$3.05K	0.11%	178
2016 Q4	$352K	Sell	39,690 -450	-1%	-$3.91K	0.11%	172
2016 Q3	$345K	Sell	40,140 -1,686	-4%	-$14.5K	0.12%	159
2016 Q2	$347K	Sell	41,826 -2,082	-5%	-$17.1K	0.12%	151
2016 Q1	$357K	Buy	43,908 +240	+0.5%	+$1.85K	0.12%	142
2015 Q4	$353K	Buy	43,668 +210	+0.5%	+$1.71K	0.13%	145
2015 Q3	$331K	Sell	43,458 -4,152	-9%	-$33.6K	0.13%	144
2015 Q2	$391K	Hold	47,610	–	–	0.14%	134
2015 Q1	$393K	Buy	+47,610	New	+$392K	0.14%	132

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SOL Capital Management's SCHX Position: Q1 2026 in Review

SOL Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 8,350 shares — an estimated $225K sold.

SOL Capital Management first reported a position in SCHX in Q1 2015 and held it in 14 quarters. The position peaked at $393K in Q1 2015. 1,542 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

SOL Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 8,350 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $225K.
SOL Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 14 quarters.
SOL Capital Management's Schwab US Large- Cap ETF position peaked at $393K in Q1 2015.
1,542 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.