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

Strategic Investment Advisors’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	-15,690	Closed	-$422K	–	390
2025 Q4	$422K	Buy	+15,690	New	+$419K	0.04%	182
2025 Q1	–	Sell	-8,724	Closed	-$202K	–	251
2024 Q4	$202K	Sell	8,724 -183	-2%	-$4.26K	0.02%	234
2024 Q3	$201K	Buy	+8,907	New	+$194K	0.02%	239
2024 Q1	–	Sell	-28,071	Closed	-$528K	–	253
2023 Q4	$528K	Buy	+28,071	New	+$493K	0.08%	164
2022 Q4	–	Sell	-14,373	Closed	-$203K	–	232
2022 Q3	$203K	Buy	+14,373	New	+$226K	0.05%	170

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Strategic Investment Advisors's SCHX Position: Q1 2026 in Review

Strategic Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 15,690 shares — an estimated $422K sold.

Strategic Investment Advisors first reported a position in SCHX in Q3 2022 and held it in 5 quarters. The position peaked at $528K in Q4 2023. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Strategic Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Strategic Investment Advisors sold 15,690 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $422K.
Strategic Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 5 quarters.
Strategic Investment Advisors's Schwab US Large- Cap ETF position peaked at $528K in Q4 2023.
1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.