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

Stratos Wealth Partners’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 		$4.76M Sell
185,807
-6,901
-4% -$185K 0.05% 342
2025
Q4 		$5.19M Buy
192,708
+8,574
+5% +$229K 0.06% 316
2025
Q3 		$4.85M Buy
184,134
+47,822
+35% +$1.21M 0.06% 322
2025
Q2 		$3.33M Sell
136,312
-88,461
-39% -$2M 0.05% 367
2025
Q1 		$4.96M Sell
224,773
-3,575
-2% -$83.2K 0.08% 264
2024
Q4 		$5.29M Buy
228,348
+83,763
+58% +$1.95M 0.07% 263
2024
Q3 		$3.27M Sell
144,585
-82,533
-36% -$1.8M 0.05% 347
2024
Q2 		$4.86M Buy
227,118
+4,821
+2% +$99.6K 0.08% 248
2024
Q1 		$4.6M Sell
222,297
-76,074
-25% -$1.5M 0.08% 257
2023
Q4 		$5.61M Buy
298,371
+170,568
+133% +$3M 0.1% 206
2023
Q3 		$2.16M Buy
127,803
+4,668
+4% +$81.9K 0.05% 369
2023
Q2 		$2.15M Buy
123,135
+5,895
+5% +$97.3K 0.05% 341
2023
Q1 		$1.89M Sell
117,240
-82,605
-41% -$1.3M 0.05% 333
2022
Q4 		$3.01M Buy
199,845
+90,861
+83% +$1.38M 0.08% 258
2022
Q3 		$1.54M Buy
108,984
+2,577
+2% +$40.4K 0.04% 370
2022
Q2 		$1.58M Buy
106,407
+5,982
+6% +$96.9K 0.04% 368
2022
Q1 		$1.8M Buy
100,425
+7,425
+8% +$131K 0.04% 386
2021
Q4 		$1.76M Buy
93,000
+5,256
+6% +$97.1K 0.04% 387
2021
Q3 		$1.52M Buy
87,744
+6,096
+7% +$109K 0.04% 391
2021
Q2 		$1.42M Buy
81,648
+1,884
+2% +$31.8K 0.04% 440
2021
Q1 		$1.28M Buy
79,764
+24,864
+45% +$390K 0.04% 438
2020
Q4 		$832K Sell
54,900
-25,470
-32% -$364K 0.02% 511
2020
Q3 		$1.08M Sell
80,370
-1,788
-2% -$23.8K 0.04% 383
2020
Q2 		$1.01M Buy
82,158
+2,604
+3% +$30.3K 0.04% 378
2020
Q1 		$812K Sell
79,554
-8,016
-9% -$97.4K 0.04% 381
2019
Q4 		$1.12M Sell
87,570
-1,134
-1% -$13.9K 0.04% 363
2019
Q3 		$1.05M Sell
88,704
-4,398
-5% -$51.8K 0.05% 358
2019
Q2 		$1.09M Sell
93,102
-10,602
-10% -$122K 0.05% 347
2019
Q1 		$1.17M Sell
103,704
-984
-0.9% -$10.7K 0.05% 326
2018
Q4 		$1.04M Buy
104,688
+7,998
+8% +$85.8K 0.05% 319
2018
Q3 		$1.12M Sell
96,690
-2,232
-2% -$25.4K 0.05% 312
2018
Q2 		$1.07M Sell
98,922
-5,598
-5% -$60.4K 0.05% 345
2018
Q1 		$1.1M Buy
104,520
+35,640
+52% +$388K 0.05% 349
2017
Q4 		$732K Buy
68,880
+2,778
+4% +$28.8K 0.03% 418
2017
Q3 		$661K Sell
66,102
-7,656
-10% -$75.1K 0.03% 423
2017
Q2 		$710K Buy
73,758
+966
+1% +$9.21K 0.04% 368
2017
Q1 		$683K Sell
72,792
-474
-0.6% -$4.38K 0.04% 349
2016
Q4 		$650K Buy
73,266
+6,180
+9% +$53.7K 0.04% 333
2016
Q3 		$577K Buy
+67,086
New +$575K 0.04% 324

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

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

Stratos Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q1 2026, selling an estimated $185K and leaving 185,807 shares worth $4.76M. The position accounts for 0.05% of the portfolio, ranked #342.

Stratos Wealth Partners first reported a position in SCHX in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.61M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Stratos Wealth Partners held 185,807 shares of Schwab US Large- Cap ETF worth $4.76M as of Q1 2026.
  • Stratos Wealth Partners sold 6,901 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $185K.
  • Schwab US Large- Cap ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q1 2026, its #342 holding.
  • Stratos Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Stratos Wealth Partners's Schwab US Large- Cap ETF position peaked at $5.61M in Q4 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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