Summit Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Investment Advisory Services’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	$289K	Hold	11,280	–	–	0.11%	61
2025 Q4	$304K	Hold	11,280	–	–	0.11%	58
2025 Q3	$297K	Hold	11,280	–	–	0.12%	56
2025 Q2	$276K	Hold	11,280	–	–	0.12%	53
2025 Q1	$249K	Sell	11,280 -3,831	-25%	-$89.2K	0.12%	61
2024 Q4	$350K	Hold	15,111	–	–	0.18%	47
2024 Q3	$342K	Buy	+15,111	New	+$329K	0.18%	47
2024 Q2	–	Sell	-11,280	Closed	-$233K	–	82
2024 Q1	$233K	Hold	11,280	–	–	0.14%	59
2023 Q4	$212K	Buy	+11,280	New	+$198K	0.13%	59

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 $1.81B 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

Summit Investment Advisory Services's SCHX Position: Q1 2026 in Review

Summit Investment Advisory Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 11,280 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #61.

Summit Investment Advisory Services first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $350K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Summit Investment Advisory Services held 11,280 shares of Schwab US Large- Cap ETF worth $289K as of Q1 2026.
Summit Investment Advisory Services left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.11% of Summit Investment Advisory Services's portfolio in Q1 2026, its #61 holding.
Summit Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
Summit Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $350K in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.