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

Sun 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 		$2.69M Buy
91,442
+1,983
+2% +$53.2K 1.35% 20
2025
Q4 		$2.41M Buy
+89,459
New +$2.39M 1.34% 19

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 $5.27B AUM 19.34% 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

Sun Financial's SCHX Position: Q1 2026 in Review

Sun Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q1 2026, buying an estimated $53.2K and bringing the position to 91,442 shares worth $2.69M. The position accounts for 1.35% of the portfolio, ranked #20.

Sun Financial first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,539 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Sun Financial held 91,442 shares of Schwab US Large- Cap ETF worth $2.69M as of Q1 2026.
  • Sun Financial bought 1,983 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $53.2K.
  • Schwab US Large- Cap ETF made up 1.35% of Sun Financial's portfolio in Q1 2026, its #20 holding.
  • Sun Financial first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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