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Sound View Wealth Advisors Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sound View Wealth Advisors Group’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 		$23.5M Sell
917,699
-40,332
-4% -$1.08M 1.6% 11
2025
Q4 		$25.8M Sell
958,031
-19,073
-2% -$509K 1.73% 10
2025
Q3 		$25.7M Buy
977,104
+19,577
+2% +$497K 1.77% 9
2025
Q2 		$23.4M Buy
957,527
+1,367
+0.1% +$30.9K 1.73% 10
2025
Q1 		$21.1M Sell
956,160
-19,918
-2% -$464K 1.73% 10
2024
Q4 		$22.6M Sell
976,078
-25,934
-3% -$604K 1.82% 9
2024
Q3 		$22.7M Buy
1,002,012
+63,201
+7% +$1.38M 1.85% 10
2024
Q2 		$20.1M Sell
938,811
-27,624
-3% -$571K 2.07% 8
2024
Q1 		$20M Sell
966,435
-15,705
-2% -$309K 2.13% 6
2023
Q4 		$18.5M Buy
982,140
+43,863
+5% +$770K 2.04% 6
2023
Q3 		$15.8M Sell
938,277
-24,036
-2% -$422K 1.97% 7
2023
Q2 		$16.8M Buy
962,313
+20,151
+2% +$333K 2.2% 6
2023
Q1 		$15.2M Sell
942,162
-39,978
-4% -$629K 2.08% 7
2022
Q4 		$18.5M Buy
982,140
+397,638
+68% +$6.02M 2.04% 6
2022
Q3 		$8.25M Buy
584,502
+16,206
+3% +$254K 1.85% 10
2022
Q2 		$8.46M Buy
568,296
+17,511
+3% +$284K 1.77% 9
2022
Q1 		$9.89M Buy
550,785
+9,741
+2% +$172K 1.88% 8
2021
Q4 		$10.3M Buy
541,044
+14,832
+3% +$274K 1.94% 9
2021
Q3 		$9.12M Buy
526,212
+1,164
+0.2% +$20.8K 1.91% 9
2021
Q2 		$9.1M Buy
525,048
+39,702
+8% +$670K 1.91% 7
2021
Q1 		$7.77M Buy
485,346
+43,062
+10% +$675K 1.81% 10
2020
Q4 		$6.7M Buy
442,284
+23,280
+6% +$333K 1.64% 14
2020
Q3 		$5.63M Buy
419,004
+14,946
+4% +$199K 1.48% 14
2020
Q2 		$4.99M Buy
404,058
+79,560
+25% +$927K 1.41% 16
2020
Q1 		$3.31M Buy
324,498
+40,620
+14% +$493K 1.14% 27
2019
Q4 		$3.63M Buy
283,878
+64,662
+29% +$793K 1.03% 31
2019
Q3 		$2.59M Buy
219,216
+72,306
+49% +$852K 0.77% 40
2019
Q2 		$1.72M Buy
+146,910
New +$1.69M 0.51% 62

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Sound View Wealth Advisors Group's SCHX Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q1 2026, selling an estimated $1.08M and leaving 917,699 shares worth $23.5M. The position accounts for 1.6% of the portfolio, ranked #11.

Sound View Wealth Advisors Group first reported a position in SCHX in Q2 2019 and has held it in 28 quarters since. The position peaked at $25.8M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Sound View Wealth Advisors Group held 917,699 shares of Schwab US Large- Cap ETF worth $23.5M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 40,332 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.08M.
  • Schwab US Large- Cap ETF made up 1.6% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #11 holding.
  • Sound View Wealth Advisors Group first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Schwab US Large- Cap ETF position peaked at $25.8M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.