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Stockman Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stockman Wealth Management’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 		$2.24M Buy
87,451
+625
+0.7% +$16.8K 0.25% 57
2025
Q4 		$2.34M Buy
86,826
+500
+0.6% +$13.4K 0.27% 58
2025
Q3 		$2.27M Sell
86,326
-5,180
-6% -$132K 0.28% 58
2025
Q2 		$2.24M Sell
91,506
-2,835
-3% -$64.1K 0.3% 59
2025
Q1 		$2.08M Sell
94,341
-41,560
-31% -$967K 0.31% 57
2024
Q4 		$3.15M Buy
135,901
+46,330
+52% +$1.08M 0.49% 47
2024
Q3 		$2.03M Sell
89,571
-990
-1% -$21.6K 0.31% 54
2024
Q2 		$1.94M Buy
90,561
+4,020
+5% +$83.1K 0.34% 56
2024
Q1 		$1.79M Sell
86,541
-3,351
-4% -$66K 0.32% 59
2023
Q4 		$1.69M Sell
89,892
-30,795
-26% -$541K 0.34% 56
2023
Q3 		$2.04M Sell
120,687
-7,020
-5% -$123K 0.45% 48
2023
Q2 		$2.23M Sell
127,707
-19,770
-13% -$326K 0.48% 48
2023
Q1 		$2.38M Sell
147,477
-36,996
-20% -$582K 0.53% 47
2022
Q4 		$2.78M Sell
184,473
-171,813
-48% -$2.6M 0.64% 44
2022
Q3 		$5.03M Buy
356,286
+5,184
+1% +$81.3K 1.36% 30
2022
Q2 		$5.23M Buy
351,102
+14,175
+4% +$230K 1.33% 29
2022
Q1 		$6.05M Sell
336,927
-27,225
-7% -$482K 1.25% 30
2021
Q4 		$6.91M Buy
364,152
+14,604
+4% +$270K 1.41% 23
2021
Q3 		$6.06M Buy
349,548
+25,284
+8% +$451K 1.35% 21
2021
Q2 		$5.62M Buy
324,264
+37,800
+13% +$638K 1.34% 26
2021
Q1 		$4.58M Sell
286,464
-37,278
-12% -$584K 1.28% 31
2020
Q4 		$4.91M Buy
323,742
+9,702
+3% +$139K 1.5% 26
2020
Q3 		$4.22M Buy
314,040
+7,242
+2% +$96.2K 1.54% 22
2020
Q2 		$3.79M Buy
306,798
+34,014
+12% +$396K 1.42% 28
2020
Q1 		$2.79M Buy
272,784
+55,908
+26% +$679K 1.24% 33
2019
Q4 		$2.78M Buy
216,876
+9,768
+5% +$120K 0.99% 37
2019
Q3 		$2.45M Buy
207,108
+24,558
+13% +$289K 0.94% 39
2019
Q2 		$2.14M Buy
182,550
+10,548
+6% +$121K 0.87% 41
2019
Q1 		$1.94M Sell
172,002
-2,070
-1% -$22.4K 0.85% 41
2018
Q4 		$1.73M Buy
174,072
+12,672
+8% +$136K 0.83% 42
2018
Q3 		$1.87M Sell
161,400
-2,934
-2% -$33.4K 0.81% 43
2018
Q2 		$1.78M Sell
164,334
-1,008
-0.6% -$10.9K 0.81% 43
2018
Q1 		$1.74M Sell
165,342
-4,632
-3% -$50.4K 0.8% 46
2017
Q4 		$1.81M Buy
169,974
+1,614
+1% +$16.7K 0.81% 46
2017
Q3 		$1.69M Buy
+168,360
New +$1.65M 0.81% 43
2016
Q1 		– Sell
-34,356
Closed -$278K – 78
2015
Q4 		$278K Sell
34,356
-3,990
-10% -$32.5K 0.23% 67
2015
Q3 		$292K Buy
+38,346
New +$310K 0.25% 68

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 $5.27B AUM 19.34% 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

Stockman Wealth Management's SCHX Position: Q1 2026 in Review

Stockman Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.72% in Q1 2026, buying an estimated $16.8K and bringing the position to 87,451 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #57.

Stockman Wealth Management first reported a position in SCHX in Q3 2015 and has held it in 37 quarters since. The position peaked at $6.91M in Q4 2021. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Stockman Wealth Management held 87,451 shares of Schwab US Large- Cap ETF worth $2.24M as of Q1 2026.
  • Stockman Wealth Management bought 625 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $16.8K.
  • Schwab US Large- Cap ETF made up 0.25% of Stockman Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Stockman Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 37 quarters since.
  • Stockman Wealth Management's Schwab US Large- Cap ETF position peaked at $6.91M in Q4 2021.
  • 1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.