SB
SCHX icon

Strategic Blueprint’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Blueprint’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 		$242K Buy
9,456
+867
+10% +$23.3K 0.01% 573
2025
Q4 		$231K Buy
8,589
+205
+2% +$5.47K 0.01% 589
2025
Q3 		$221K Buy
+8,384
New +$213K 0.01% 677
2024
Q4 		– Sell
-9,372
Closed -$212K – 704
2024
Q3 		$212K Buy
+9,372
New +$204K 0.01% 612
2024
Q2 		– Sell
-13,848
Closed -$286K – 651
2024
Q1 		$286K Buy
13,848
+201
+1% +$3.96K 0.02% 504
2023
Q4 		$257K Sell
13,647
-477
-3% -$8.38K 0.02% 493
2023
Q3 		$238K Sell
14,124
-5,880
-29% -$103K 0.02% 476
2023
Q2 		$349K Buy
20,004
+501
+3% +$8.27K 0.03% 383
2023
Q1 		$314K Sell
19,503
-1,053
-5% -$16.6K 0.03% 398
2022
Q4 		$309K Hold
20,556
– – 0.04% 389
2022
Q3 		$290K Sell
20,556
-2,892
-12% -$45.4K 0.03% 375
2022
Q2 		$349K Buy
23,448
+576
+3% +$9.33K 0.04% 335
2022
Q1 		$411K Buy
22,872
+9,516
+71% +$168K 0.05% 320
2021
Q4 		$253K Buy
+13,356
New +$247K 0.03% 410
2021
Q3 		– Sell
-10,224
Closed -$177K – 1145
2021
Q2 		$177K Buy
+10,224
New +$173K 0.03% 391

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

Strategic Blueprint's SCHX Position: Q1 2026 in Review

Strategic Blueprint increased its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q1 2026, buying an estimated $23.3K and bringing the position to 9,456 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #573.

Strategic Blueprint first reported a position in SCHX in Q2 2021 and has held it in 15 quarters since. The position peaked at $411K in Q1 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Strategic Blueprint held 9,456 shares of Schwab US Large- Cap ETF worth $242K as of Q1 2026.
  • Strategic Blueprint bought 867 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $23.3K.
  • Schwab US Large- Cap ETF made up 0.01% of Strategic Blueprint's portfolio in Q1 2026, its #573 holding.
  • Strategic Blueprint first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 15 quarters since.
  • Strategic Blueprint's Schwab US Large- Cap ETF position peaked at $411K in Q1 2022.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.