SSW
SCHX icon

Stone Summit Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stone Summit 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 		$1.7M Buy
66,491
+11,967
+22% +$321K 0.47% 57
2025
Q4 		$1.47M Sell
54,524
-2,484
-4% -$66.3K 0.4% 60
2025
Q3 		$1.5M Sell
57,008
-860
-1% -$21.8K 0.43% 61
2025
Q2 		$1.41M Buy
57,868
+3,131
+6% +$70.8K 0.44% 63
2025
Q1 		$1.21M Buy
54,737
+5,326
+11% +$124K 0.41% 68
2024
Q4 		$1.15M Sell
49,411
-2,741
-5% -$63.9K 0.38% 67
2024
Q3 		$1.18M Sell
52,152
-780
-1% -$17K 0.38% 69
2024
Q2 		$1.13M Sell
52,932
-195
-0.4% -$4.03K 0.41% 66
2024
Q1 		$1.1M Buy
53,127
+3,669
+7% +$72.2K 0.38% 70
2023
Q4 		$930K Sell
49,458
-3,873
-7% -$68K 0.36% 75
2023
Q3 		$900K Sell
53,331
-648
-1% -$11.4K 0.39% 72
2023
Q2 		$942K Sell
53,979
-8,979
-14% -$148K 0.39% 70
2023
Q1 		$1.02M Buy
62,958
+6,348
+11% +$99.9K 0.45% 65
2022
Q4 		$852K Buy
56,610
+31,743
+128% +$480K 0.42% 67
2022
Q3 		$351K Sell
24,867
-600
-2% -$9.41K 0.22% 94
2022
Q2 		$379K Sell
25,467
-1,527
-6% -$24.7K 0.23% 93
2022
Q1 		$486K Buy
26,994
+600
+2% +$10.6K 0.27% 86
2021
Q4 		$500K Buy
+26,394
New +$488K 0.41% 77

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

Stone Summit Wealth's SCHX Position: Q1 2026 in Review

Stone Summit Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q1 2026, buying an estimated $321K and bringing the position to 66,491 shares worth $1.7M. The position accounts for 0.47% of the portfolio, ranked #57.

Stone Summit Wealth first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Stone Summit Wealth held 66,491 shares of Schwab US Large- Cap ETF worth $1.7M as of Q1 2026.
  • Stone Summit Wealth bought 11,967 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $321K.
  • Schwab US Large- Cap ETF made up 0.47% of Stone Summit Wealth's portfolio in Q1 2026, its #57 holding.
  • Stone Summit Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.