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Strategic Family Wealth Counselors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Family Wealth Counselors’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 		$11M Sell
428,054
-8,624
-2% -$231K 2.88% 7
2025
Q4 		$11.7M Buy
436,678
+1,135
+0.3% +$30.3K 2.62% 9
2025
Q3 		$11.5M Buy
435,543
+306
+0.1% +$7.77K 2.95% 7
2025
Q2 		$10.6M Buy
435,237
+1,268
+0.3% +$28.7K 3.03% 7
2025
Q1 		$9.58M Buy
433,969
+155
+0% +$3.61K 3.12% 6
2024
Q4 		$10.1M Sell
433,814
-4,729
-1% -$110K 3.27% 6
2024
Q3 		$9.92M Sell
438,543
-7,386
-2% -$161K 3.47% 5
2024
Q2 		$9.55M Buy
445,929
+948
+0.2% +$19.6K 3.63% 4
2024
Q1 		$9.21M Buy
444,981
+5,982
+1% +$118K 3.64% 5
2023
Q4 		$8.25M Buy
438,999
+2,046
+0.5% +$35.9K 3.46% 4
2023
Q3 		$7.37M Buy
436,953
+93
+0% +$1.63K 3.54% 5
2023
Q2 		$7.63M Sell
436,860
-1,356
-0.3% -$22.4K 3.51% 5
2023
Q1 		$7.07M Buy
438,216
+14,085
+3% +$222K 3.35% 6
2022
Q4 		$6.38M Sell
424,131
-65,109
-13% -$986K 3.16% 8
2022
Q3 		$6.91M Buy
489,240
+204
+0% +$3.2K 3.39% 7
2022
Q2 		$7.28M Buy
489,036
+9,864
+2% +$160K 3.49% 7
2022
Q1 		$8.6M Buy
479,172
+31,272
+7% +$554K 3.47% 8
2021
Q4 		$8.5M Buy
447,900
+60
+0% +$1.11K 2.72% 7
2021
Q3 		$7.76M Buy
447,840
+28,860
+7% +$515K 2.66% 7
2021
Q2 		$7.26M Buy
418,980
+27,060
+7% +$457K 2.37% 9
2021
Q1 		$6.27M Buy
391,920
+714
+0.2% +$11.2K 2.37% 9
2020
Q4 		$5.93M Sell
391,206
-336
-0.1% -$4.81K 3.06% 7
2020
Q3 		$5.26M Buy
391,542
+5,754
+1% +$76.5K 2.95% 8
2020
Q2 		$4.76M Sell
385,788
-4,530
-1% -$52.8K 3% 9
2020
Q1 		$3.98M Sell
390,318
-50,340
-11% -$611K 2.98% 10
2019
Q4 		$5.64M Buy
440,658
+3,690
+0.8% +$45.2K 4.56% 6
2019
Q3 		$5.17M Buy
436,968
+1,518
+0.3% +$17.9K 3.91% 7
2019
Q2 		$5.09M Buy
435,450
+14,244
+3% +$164K 3.94% 7
2019
Q1 		$4.75M Buy
421,206
+58,392
+16% +$633K 3.84% 7
2018
Q4 		$3.61M Buy
+362,814
New +$3.89M 4.09% 7

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

Strategic Family Wealth Counselors's SCHX Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q1 2026, selling an estimated $231K and leaving 428,054 shares worth $11M. The position accounts for 2.88% of the portfolio, ranked #7.

Strategic Family Wealth Counselors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2025. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Strategic Family Wealth Counselors held 428,054 shares of Schwab US Large- Cap ETF worth $11M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 8,624 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $231K.
  • Schwab US Large- Cap ETF made up 2.88% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #7 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Schwab US Large- Cap ETF position peaked at $11.7M in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.