Steigerwald Gordon & Koch’s Schwab US Large- Cap ETF SCHX Stock Holding History

Steigerwald Gordon & Koch’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	$184K	Sell	7,167 -1,660	-19%	-$44.5K	0.02%	146
2025 Q4	$238K	Hold	8,827	–	–	0.02%	125
2025 Q3	$233K	Buy	+8,827	New	+$224K	0.02%	126
2025 Q1	–	Sell	-10,332	Closed	-$240K	–	126
2024 Q4	$240K	Sell	10,332 -735	-7%	-$17.1K	0.03%	109
2024 Q3	$250K	Buy	11,067 +1,500	+16%	+$32.7K	0.03%	113
2024 Q2	$205K	Sell	9,567 -663	-6%	-$13.7K	0.02%	120
2024 Q1	$212K	Buy	+10,230	New	+$201K	0.03%	119
2022 Q3	–	Sell	-20,028	Closed	-$298K	–	106
2022 Q2	$298K	Buy	+20,028	New	+$325K	0.05%	89
2022 Q1	–	Sell	-10,728	Closed	-$204K	–	124
2021 Q4	$204K	Sell	10,728 -2,682	-20%	-$49.5K	0.03%	123
2021 Q3	$233K	Buy	13,410 +1,806	+16%	+$32.2K	0.04%	103
2021 Q2	$201K	Buy	+11,604	New	+$196K	0.03%	113

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 $1.54B AUM 16.9% 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

Steigerwald Gordon & Koch's SCHX Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q1 2026, selling an estimated $44.5K and leaving 7,167 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #146.

Steigerwald Gordon & Koch first reported a position in SCHX in Q2 2021 and has held it in 11 quarters since. The position peaked at $298K in Q2 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Steigerwald Gordon & Koch held 7,167 shares of Schwab US Large- Cap ETF worth $184K as of Q1 2026.
Steigerwald Gordon & Koch sold 1,660 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $44.5K.
Schwab US Large- Cap ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #146 holding.
Steigerwald Gordon & Koch first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 11 quarters since.
Steigerwald Gordon & Koch's Schwab US Large- Cap ETF position peaked at $298K in Q2 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.