Soltis Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Soltis Investment 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	$340K	Buy	13,258 +1,016	+8%	+$27.3K	0.02%	413
2025 Q4	$329K	Buy	12,242 +466	+4%	+$12.4K	0.02%	386
2025 Q3	$310K	Hold	11,776	–	–	0.02%	369
2025 Q2	$288K	Sell	11,776 -3,277	-22%	-$74.1K	0.02%	330
2025 Q1	$332K	Buy	15,053 +3,335	+28%	+$77.6K	0.03%	285
2024 Q4	$272K	Sell	11,718 -291	-2%	-$6.78K	0.03%	306
2024 Q3	$272K	Buy	12,009 +291	+2%	+$6.34K	0.03%	293
2024 Q2	$251K	Sell	11,718 -180	-2%	-$3.72K	0.03%	286
2024 Q1	$246K	Hold	11,898	–	–	0.03%	263
2023 Q4	$224K	Buy	+11,898	New	+$209K	0.03%	262
2023 Q3	–	Sell	-11,589	Closed	-$202K	–	277
2023 Q2	$202K	Sell	11,589 -3,588	-24%	-$59.2K	0.02%	249
2023 Q1	$245K	Buy	+15,177	New	+$239K	0.03%	230

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

Soltis Investment Advisors's SCHX Position: Q1 2026 in Review

Soltis Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 8.3% in Q1 2026, buying an estimated $27.3K and bringing the position to 13,258 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #413.

Soltis Investment Advisors first reported a position in SCHX in Q1 2023 and has held it in 12 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Soltis Investment Advisors held 13,258 shares of Schwab US Large- Cap ETF worth $340K as of Q1 2026.
Soltis Investment Advisors bought 1,016 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $27.3K.
Schwab US Large- Cap ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #413 holding.
Soltis Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 12 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.