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Steward Partners Investment Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Steward Partners Investment Advisory’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 		$920K Buy
35,867
+219
+0.6% +$5.88K ﹤0.01% 1203
2025
Q4 		$959K Buy
35,648
+5,415
+18% +$145K 0.01% 1090
2025
Q3 		$796K Buy
30,233
+3,355
+12% +$85.2K ﹤0.01% 1159
2025
Q2 		$657K Sell
26,878
-495
-2% -$11.2K 0.01% 1172
2025
Q1 		$604K Buy
27,373
+4,343
+19% +$101K 0.01% 1136
2024
Q4 		$534K Buy
23,030
+146
+0.6% +$3.4K ﹤0.01% 1123
2024
Q3 		$518K Buy
22,884
+1,848
+9% +$40.3K ﹤0.01% 1095
2024
Q2 		$451K Buy
21,036
+1,500
+8% +$31K ﹤0.01% 1104
2024
Q1 		$404K Buy
19,536
+7,959
+69% +$157K ﹤0.01% 1148
2023
Q4 		$218K Sell
11,577
-1,929
-14% -$33.9K ﹤0.01% 1345
2023
Q3 		$228K Buy
13,506
+21
+0.2% +$368 ﹤0.01% 1226
2023
Q2 		$235K Sell
13,485
-1,638
-11% -$27K ﹤0.01% 1210
2023
Q1 		$244K Buy
15,123
+2,079
+16% +$32.7K ﹤0.01% 1199
2022
Q4 		$196K Sell
13,044
-1,692
-11% -$25.6K ﹤0.01% 1242
2022
Q3 		$208K Buy
14,736
+423
+3% +$6.64K ﹤0.01% 1186
2022
Q2 		$213K Buy
14,313
+1,230
+9% +$19.9K ﹤0.01% 1189
2022
Q1 		$235K Sell
13,083
-3,873
-23% -$68.6K ﹤0.01% 1230
2021
Q4 		$322K Buy
16,956
+6,768
+66% +$125K ﹤0.01% 1110
2021
Q3 		$177K Sell
10,188
-1,764
-15% -$31.5K ﹤0.01% 1315
2021
Q2 		$207K Buy
11,952
+5,448
+84% +$91.9K ﹤0.01% 1517
2021
Q1 		$104K Buy
6,504
+18
+0.3% +$282 ﹤0.01% 1605
2020
Q4 		$98K Buy
6,486
+18
+0.3% +$258 ﹤0.01% 1371
2020
Q3 		$87K Buy
6,468
+684
+12% +$9.09K ﹤0.01% 1267
2020
Q2 		$71K Buy
5,784
+24
+0.4% +$280 ﹤0.01% 1276
2020
Q1 		$58K Sell
5,760
-24
-0.4% -$292 ﹤0.01% 1208
2019
Q4 		$74K Buy
5,784
+24
+0.4% +$294 ﹤0.01% 1247
2019
Q3 		$68K Hold
5,760
– – ﹤0.01% 1229
2019
Q2 		$67K Buy
+5,760
New +$66.2K ﹤0.01% 1220
2018
Q4 		– Sell
-5,706
Closed -$66K – 1906
2018
Q3 		$66K Hold
5,706
– – ﹤0.01% 1089
2018
Q2 		$62K Hold
5,706
– – ﹤0.01% 1018
2018
Q1 		$59K Hold
5,706
– – ﹤0.01% 945
2017
Q4 		$60K Buy
5,706
+4,800
+530% +$49.7K ﹤0.01% 777
2017
Q3 		$9K Hold
906
– – ﹤0.01% 1144
2017
Q2 		$8K Buy
906
+258
+40% +$2.46K ﹤0.01% 1116
2017
Q1 		$6K Buy
+648
New +$5.99K ﹤0.01% 1082

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

Steward Partners Investment Advisory's SCHX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 0.61% in Q1 2026, buying an estimated $5.88K and bringing the position to 35,867 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Steward Partners Investment Advisory first reported a position in SCHX in Q1 2017 and has held it in 35 quarters since. The position peaked at $959K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Steward Partners Investment Advisory held 35,867 shares of Schwab US Large- Cap ETF worth $920K as of Q1 2026.
  • Steward Partners Investment Advisory bought 219 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.88K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1203 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Schwab US Large- Cap ETF position peaked at $959K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.