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

Strategic Financial Services’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 		– Sell
-7,691
Closed -$210K – 160
2025
Q4 		$210K Hold
7,691
– – 0.01% 142
2025
Q3 		$203K Buy
+7,691
New +$195K 0.01% 142
2020
Q1 		– Sell
-544,992
Closed -$6.98M – 137
2019
Q4 		$6.98M Sell
544,992
-47,496
-8% -$582K 0.8% 27
2019
Q3 		$7M Buy
592,488
+9,276
+2% +$109K 0.9% 29
2019
Q2 		$6.82M Buy
583,212
+28,974
+5% +$333K 0.9% 24
2019
Q1 		$6.25M Sell
554,238
-1,152
-0.2% -$12.5K 0.86% 30
2018
Q4 		$5.53M Sell
555,390
-43,350
-7% -$465K 0.86% 28
2018
Q3 		$6.94M Buy
598,740
+4,272
+0.7% +$48.6K 1.03% 17
2018
Q2 		$6.44M Buy
+594,468
New +$6.41M 0.99% 16
2018
Q1 		– Sell
-634,278
Closed -$6.74M – 117
2017
Q4 		$6.74M Sell
634,278
-43,674
-6% -$452K 1.07% 13
2017
Q3 		$6.78M Buy
677,952
+23,376
+4% +$229K 1.12% 13
2017
Q2 		$6.3M Buy
654,576
+55,806
+9% +$532K 1.1% 12
2017
Q1 		$5.62M Buy
598,770
+107,340
+22% +$992K 1.02% 15
2016
Q4 		$4.36M Buy
491,430
+296,340
+152% +$2.57M 0.84% 26
2016
Q3 		$1.68M Buy
+195,090
New +$1.67M 0.33% 92

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 $1.54B AUM 16.9% 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 Financial Services's SCHX Position: Q1 2026 in Review

Strategic Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 7,691 shares — an estimated $210K sold.

Strategic Financial Services first reported a position in SCHX in Q3 2016 and held it in 15 quarters. The position peaked at $7M in Q3 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Strategic Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Services sold 7,691 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $210K.
  • Strategic Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 15 quarters.
  • Strategic Financial Services's Schwab US Large- Cap ETF position peaked at $7M in Q3 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.