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

Summit Trail 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	–	Sell	-138,362	Closed	-$3.72M	–	1485
2025 Q4	$3.72M	Sell	138,362 -763	-0.5%	-$20.4K	0.06%	176
2025 Q3	$3.66M	Hold	139,125	–	–	0.05%	196
2025 Q2	$3.4M	Buy	+139,125	New	+$3.15M	0.06%	169
2024 Q4	–	Sell	-137,475	Closed	-$3.11M	–	697
2024 Q3	$3.11M	Hold	137,475	–	–	0.08%	119
2024 Q2	$2.95M	Buy	+137,475	New	+$2.84M	0.08%	107
2019 Q2	–	Sell	-93,432	Closed	-$1.05M	–	90
2019 Q1	$1.05M	Buy	+93,432	New	+$1.01M	0.46%	30
2018 Q2	–	Sell	-93,432	Closed	-$1.01M	–	646
2018 Q1	$1.01M	Buy	+93,432	New	+$1.02M	0.17%	131

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 Trail Advisors's SCHX Position: Q1 2026 in Review

Summit Trail Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 138,362 shares — an estimated $3.72M sold.

Summit Trail Advisors first reported a position in SCHX in Q1 2018 and held it in 7 quarters. The position peaked at $3.72M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Summit Trail Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 138,362 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.72M.
Summit Trail Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 7 quarters.
Summit Trail Advisors's Schwab US Large- Cap ETF position peaked at $3.72M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.