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Syon Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Syon Capital’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 		$271K Hold
10,553
– – 0.01% 770
2025
Q4 		$284K Sell
10,553
-638
-6% -$17K 0.01% 761
2025
Q3 		$295K Hold
11,191
– – 0.02% 663
2025
Q2 		$274K Buy
+11,191
New +$253K 0.02% 581

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

Syon Capital's SCHX Position: Q1 2026 in Review

Syon Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 10,553 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #770.

Syon Capital first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Syon Capital held 10,553 shares of Schwab US Large- Cap ETF worth $271K as of Q1 2026.
  • Syon Capital left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Syon Capital's portfolio in Q1 2026, its #770 holding.
  • Syon Capital first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Schwab US Large- Cap ETF position peaked at $295K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.