Stillwater Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stillwater Private Wealth’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	$6.02M	Buy	+234,769	New	+$6.3M	5.09%	4

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

Stillwater Private Wealth's SCHX Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 234,769 shares worth $6.02M. The stake represents 5.09% of the portfolio and ranks #4 among its holdings.

1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Stillwater Private Wealth held 234,769 shares of Schwab US Large- Cap ETF worth $6.02M as of Q1 2026.
Schwab US Large- Cap ETF was a new Stillwater Private Wealth position in Q1 2026.
Schwab US Large- Cap ETF made up 5.09% of Stillwater Private Wealth's portfolio in Q1 2026, its #4 holding.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.