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

Summit Financial’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 		$19.7M Buy
768,276
+142,076
+23% +$3.81M 0.25% 75
2025
Q4 		$16.9M Buy
626,200
+102,697
+20% +$2.74M 0.25% 76
2025
Q3 		$13.8M Buy
523,503
+48,687
+10% +$1.24M 0.21% 89
2025
Q2 		$11.6M Buy
474,816
+53,804
+13% +$1.22M 0.26% 67
2025
Q1 		$9.3M Buy
421,012
+151,410
+56% +$3.52M 0.26% 72
2024
Q4 		$6.25M Buy
269,602
+82,150
+44% +$1.91M 0.22% 85
2024
Q3 		$4.24M Buy
187,452
+173,751
+1,268% +$3.79M 0.17% 104
2024
Q2 		$294K Buy
+13,701
New +$283K 0.01% 417
2024
Q1 		– Sell
-22,122
Closed -$416K – 400
2023
Q4 		$416K Sell
22,122
-408
-2% -$7.17K 0.03% 266
2023
Q3 		$380K Sell
22,530
-1,941
-8% -$34.1K 0.03% 271
2023
Q2 		$427K Buy
24,471
+495
+2% +$8.17K 0.03% 246
2023
Q1 		$387K Buy
23,976
+651
+3% +$10.2K 0.03% 195
2022
Q4 		$351K Sell
23,325
-618
-3% -$9.35K 0.03% 198
2022
Q3 		$338K Sell
23,943
-384
-2% -$6.03K 0.03% 205
2022
Q2 		$362K Buy
24,327
+117
+0.5% +$1.9K 0.03% 180
2022
Q1 		$435K Sell
24,210
-978
-4% -$17.3K 0.03% 193
2021
Q4 		$478K Sell
25,188
-444
-2% -$8.2K 0.04% 168
2021
Q3 		$444K Buy
25,632
+258
+1% +$4.6K 0.04% 152
2021
Q2 		$440K Sell
25,374
-5,352
-17% -$90.3K 0.04% 98
2021
Q1 		$492K Sell
30,726
-6
-0% -$94 0.06% 38
2020
Q4 		$466K Sell
30,732
-93,672
-75% -$1.34M 0.07% 37
2020
Q3 		$1.67M Sell
124,404
-57,876
-32% -$769K 0.28% 15
2020
Q2 		$2.25M Sell
182,280
-76,500
-30% -$892K 0.4% 12
2020
Q1 		$2.64M Buy
258,780
+9,630
+4% +$117K 0.58% 10
2019
Q4 		$3.19M Buy
249,150
+7,884
+3% +$96.6K 0.54% 10
2019
Q3 		$1.9M Buy
241,266
+125,256
+108% +$1.48M 0.32% 18
2019
Q2 		$1.36M Buy
116,010
+24,894
+27% +$286K 0.23% 18
2019
Q1 		$1.03M Buy
91,116
+3,126
+4% +$33.9K 0.18% 19
2018
Q4 		$876K Buy
+87,990
New +$944K 0.17% 20

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

Summit Financial's SCHX Position: Q1 2026 in Review

Summit Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q1 2026, buying an estimated $3.81M and bringing the position to 768,276 shares worth $19.7M. The position accounts for 0.25% of the portfolio, ranked #75.

Summit Financial first reported a position in SCHX in Q4 2018 and has held it in 29 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Summit Financial held 768,276 shares of Schwab US Large- Cap ETF worth $19.7M as of Q1 2026.
  • Summit Financial bought 142,076 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.81M.
  • Schwab US Large- Cap ETF made up 0.25% of Summit Financial's portfolio in Q1 2026, its #75 holding.
  • Summit Financial first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.