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TD Private Client Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

TD Private Client Wealth’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 		$4.96M Buy
193,591
+6,834
+4% +$183K 0.1% 132
2025
Q4 		$5.03M Buy
186,757
+5,337
+3% +$143K 0.11% 125
2025
Q3 		$4.78M Sell
181,420
-2,194
-1% -$55.7K 0.11% 130
2025
Q2 		$4.49M Buy
183,614
+18,789
+11% +$425K 0.11% 137
2025
Q1 		$3.64M Buy
164,825
+653
+0.4% +$15.2K 0.1% 147
2024
Q4 		$3.81M Buy
164,172
+5,907
+4% +$138K 0.11% 139
2024
Q3 		$3.58M Buy
158,265
+24,033
+18% +$524K 0.1% 153
2024
Q2 		$2.87M Buy
134,232
+5,115
+4% +$106K 0.09% 167
2024
Q1 		$2.67M Buy
129,117
+24,123
+23% +$475K 0.09% 187
2023
Q4 		$1.97M Sell
104,994
-1,932
-2% -$33.9K 0.07% 225
2023
Q3 		$1.8M Sell
106,926
-35,100
-25% -$616K 0.08% 218
2023
Q2 		$2.48M Sell
142,026
-2,739
-2% -$45.2K 0.11% 188
2023
Q1 		$2.33M Buy
144,765
+2,472
+2% +$38.9K 0.1% 198
2022
Q4 		$2.14M Buy
142,293
+1,191
+0.8% +$18K 0.1% 203
2022
Q3 		$1.99M Buy
141,102
+6,678
+5% +$105K 0.1% 207
2022
Q2 		$2M Hold
134,424
– – 0.1% 207
2022
Q1 		$2.41M Buy
+134,424
New +$2.38M 0.1% 199

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 $1.54B AUM 16.9% 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

TD Private Client Wealth's SCHX Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q1 2026, buying an estimated $183K and bringing the position to 193,591 shares worth $4.96M. The position accounts for 0.1% of the portfolio, ranked #132.

TD Private Client Wealth first reported a position in SCHX in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.03M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • TD Private Client Wealth held 193,591 shares of Schwab US Large- Cap ETF worth $4.96M as of Q1 2026.
  • TD Private Client Wealth bought 6,834 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $183K.
  • Schwab US Large- Cap ETF made up 0.1% of TD Private Client Wealth's portfolio in Q1 2026, its #132 holding.
  • TD Private Client Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • TD Private Client Wealth's Schwab US Large- Cap ETF position peaked at $5.03M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.