Summit Financial Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Financial Consulting’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	$18.3M	Buy	712,672 +438,870	+160%	+$11.8M	13.08%	3
2025 Q4	$7.37M	Buy	273,802 +22,548	+9%	+$602K	5.35%	8
2025 Q3	$6.62M	Buy	+251,254	New	+$6.38M	5.28%	9
2025 Q2	–	Sell	-251,227	Closed	-$5.55M	–	47
2025 Q1	$5.55M	Buy	+251,227	New	+$5.85M	5.15%	7

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 $5.05B 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 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 $1.54B AUM 16.9% 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

Summit Financial Consulting's SCHX Position: Q1 2026 in Review

Summit Financial Consulting increased its Schwab US Large- Cap ETF (SCHX) stake by 160% in Q1 2026, buying an estimated $11.8M and bringing the position to 712,672 shares worth $18.3M. The position accounts for 13.08% of the portfolio, ranked #3.

Summit Financial Consulting first reported a position in SCHX in Q1 2025 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Summit Financial Consulting held 712,672 shares of Schwab US Large- Cap ETF worth $18.3M as of Q1 2026.
Summit Financial Consulting bought 438,870 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.8M.
Schwab US Large- Cap ETF made up 13.08% of Summit Financial Consulting's portfolio in Q1 2026, its #3 holding.
Summit Financial Consulting first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 4 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.