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Stratos Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stratos Wealth 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 		$482K Buy
18,801
+6
+0% +$161 0.03% 392
2025
Q4 		$506K Sell
18,795
-805
-4% -$21.5K 0.02% 432
2025
Q3 		$516K Sell
19,600
-232
-1% -$5.89K 0.02% 460
2025
Q2 		$485K Buy
19,832
+24
+0.1% +$543 0.03% 457
2025
Q1 		$437K Buy
19,808
+26
+0.1% +$605 0.02% 463
2024
Q4 		$459K Sell
19,782
-1,476
-7% -$34.4K 0.02% 497
2024
Q3 		$481K Sell
21,258
-2,331
-10% -$50.8K 0.02% 507
2024
Q2 		$505K Buy
+23,589
New +$487K 0.03% 469
2023
Q4 		– Sell
-15,618
Closed -$263K – 726
2023
Q3 		$263K Buy
15,618
+57
+0.4% +$1K 0.02% 562
2023
Q2 		$272K Buy
15,561
+57
+0.4% +$941 0.02% 531
2023
Q1 		$250K Buy
15,504
+57
+0.4% +$897 0.02% 530
2022
Q4 		$233K Buy
15,447
+66
+0.4% +$999 0.02% 520
2022
Q3 		$217K Sell
15,381
-112,014
-88% -$1.76M 0.02% 467
2022
Q2 		$1.9M Sell
127,395
-35,460
-22% -$575K 0.17% 153
2022
Q1 		$2.92M Sell
162,855
-44,325
-21% -$785K 0.24% 115
2021
Q4 		$3.93M Buy
207,180
+184,830
+827% +$3.41M 0.28% 94
2021
Q3 		$388K Sell
22,350
-138
-0.6% -$2.46K 0.03% 396
2021
Q2 		$390K Buy
22,488
+1,332
+6% +$22.5K 0.03% 395
2021
Q1 		$339K Buy
21,156
+402
+2% +$6.3K 0.04% 374
2020
Q4 		$315K Sell
20,754
-2,184
-10% -$31.3K 0.04% 311
2020
Q3 		$308K Buy
+22,938
New +$305K 0.08% 250
2020
Q2 		– Sell
-12,972
Closed -$132K – 352
2020
Q1 		$132K Buy
+12,972
New +$158K 0.09% 160

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

Stratos Wealth Advisors's SCHX Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q1 2026, buying an estimated $161 and bringing the position to 18,801 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #392.

Stratos Wealth Advisors first reported a position in SCHX in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.93M in Q4 2021. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Stratos Wealth Advisors held 18,801 shares of Schwab US Large- Cap ETF worth $482K as of Q1 2026.
  • Stratos Wealth Advisors bought 6 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $161.
  • Schwab US Large- Cap ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • Stratos Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • Stratos Wealth Advisors's Schwab US Large- Cap ETF position peaked at $3.93M in Q4 2021.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.