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Sunbelt Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sunbelt Securities’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 		$44.8K Sell
1,749
-352
-17% -$9.44K ﹤0.01% 1048
2025
Q4 		$56.5K Sell
2,101
-72
-3% -$1.92K ﹤0.01% 963
2025
Q3 		$57.2K Sell
2,173
-898
-29% -$22.8K ﹤0.01% 968
2025
Q2 		$71.2K Sell
3,071
-1,065
-26% -$24.1K 0.01% 855
2025
Q1 		$91.3K Buy
4,136
+1,065
+35% +$24.8K 0.01% 755
2024
Q4 		$71.5K Sell
3,071
-1,465
-32% -$34.1K 0.01% 854
2024
Q3 		$103K Buy
4,536
+354
+8% +$7.71K 0.01% 755
2024
Q2 		$89.6K Sell
4,182
-420
-9% -$8.68K 0.01% 761
2024
Q1 		$95.2K Sell
4,602
-4,668
-50% -$91.9K 0.01% 725
2023
Q4 		$174K Sell
9,270
-1,167
-11% -$20.5K 0.02% 532
2023
Q3 		$176K Buy
10,437
+5,847
+127% +$103K 0.02% 508
2023
Q2 		$80.1K Buy
4,590
+18
+0.4% +$297 0.01% 689
2023
Q1 		$72.6K Buy
+4,572
New +$71.9K 0.01% 661
2021
Q1 		– Sell
-13,500
Closed -$205K – 445
2020
Q4 		$205K Buy
+13,500
New +$193K 0.04% 370
2020
Q2 		– Sell
-1,484,088
Closed -$18M – 372
2020
Q1 		$18M Buy
1,484,088
+1,450,704
+4,346% +$17.6M 0.77% 22
2019
Q4 		$427K Buy
+33,384
New +$409K 0.05% 350

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

Sunbelt Securities's SCHX Position: Q1 2026 in Review

Sunbelt Securities reduced its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q1 2026, selling an estimated $9.44K and leaving 1,749 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Sunbelt Securities first reported a position in SCHX in Q4 2019 and has held it in 16 quarters since. The position peaked at $18M in Q1 2020. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Sunbelt Securities held 1,749 shares of Schwab US Large- Cap ETF worth $44.8K as of Q1 2026.
  • Sunbelt Securities sold 352 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $9.44K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1048 holding.
  • Sunbelt Securities first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 16 quarters since.
  • Sunbelt Securities's Schwab US Large- Cap ETF position peaked at $18M in Q1 2020.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.