Stephens Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stephens Inc’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	$246K	Sell	9,581 -2,704	-22%	-$72.5K	﹤0.01%	1124
2025 Q4	$331K	Buy	12,285 +4,029	+49%	+$108K	﹤0.01%	1001
2025 Q3	$217K	Sell	8,256 -903	-10%	-$22.9K	﹤0.01%	1182
2025 Q2	$224K	Hold	9,159	–	–	﹤0.01%	1133
2025 Q1	$202K	Buy	+9,159	New	+$213K	﹤0.01%	1137
2022 Q1	–	Sell	-10,878	Closed	-$206K	–	1379
2021 Q4	$206K	Sell	10,878 -2,964	-21%	-$54.8K	﹤0.01%	1199
2021 Q3	$240K	Hold	13,842	–	–	﹤0.01%	1143
2021 Q2	$240K	Buy	+13,842	New	+$234K	﹤0.01%	1133

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

Stephens Inc's SCHX Position: Q1 2026 in Review

Stephens Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q1 2026, selling an estimated $72.5K and leaving 9,581 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Stephens Inc first reported a position in SCHX in Q2 2021 and has held it in 8 quarters since. The position peaked at $331K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Stephens Inc held 9,581 shares of Schwab US Large- Cap ETF worth $246K as of Q1 2026.
Stephens Inc sold 2,704 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $72.5K.
Schwab US Large- Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1124 holding.
Stephens Inc first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 8 quarters since.
Stephens Inc's Schwab US Large- Cap ETF position peaked at $331K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.