Tenret Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tenret Company’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	$4.56M	Sell	177,987 -7,358	-4%	-$197K	2.2%	16
2025 Q4	$4.99M	Hold	185,345	–	–	2.53%	14
2025 Q3	$4.88M	Hold	185,345	–	–	2.53%	14
2025 Q2	$4.53M	Buy	185,345 +127,907	+223%	+$2.89M	2.47%	14
2025 Q1	$1.27M	Hold	57,438	–	–	0.77%	17
2024 Q4	$1.33M	Hold	57,438	–	–	0.84%	17
2024 Q3	$1.3M	Hold	57,438	–	–	0.82%	17
2024 Q2	$1.23M	Hold	57,438	–	–	0.85%	17
2024 Q1	$1.19M	Hold	57,438	–	–	0.84%	17
2023 Q4	$1.08M	Buy	+57,438	New	+$1.01M	0.85%	17
2023 Q2	$1M	Hold	57,438	–	–	0.84%	16
2023 Q1	$926K	Hold	57,438	–	–	0.82%	18
2022 Q4	$864K	Hold	57,438	–	–	0.84%	17
2022 Q3	$811K	Hold	57,438	–	–	0.89%	21
2022 Q2	$855K	Hold	57,438	–	–	0.89%	18
2022 Q1	$1.03M	Hold	57,438	–	–	0.93%	16
2021 Q4	$1.09M	Hold	57,438	–	–	0.98%	15
2021 Q3	$996K	Hold	57,438	–	–	0.94%	15
2021 Q2	$995K	Buy	+57,438	New	+$969K	0.92%	15

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

Tenret Company's SCHX Position: Q1 2026 in Review

Tenret Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q1 2026, selling an estimated $197K and leaving 177,987 shares worth $4.56M. The position accounts for 2.2% of the portfolio, ranked #16.

Tenret Company first reported a position in SCHX in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.99M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Tenret Company held 177,987 shares of Schwab US Large- Cap ETF worth $4.56M as of Q1 2026.
Tenret Company sold 7,358 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $197K.
Schwab US Large- Cap ETF made up 2.2% of Tenret Company's portfolio in Q1 2026, its #16 holding.
Tenret Company first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 19 quarters since.
Tenret Company's Schwab US Large- Cap ETF position peaked at $4.99M in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.