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

TFC Financial Management’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 		$34K Hold
1,327
– – ﹤0.01% 305
2025
Q4 		$35.7K Buy
1,327
+4
+0.3% +$107 ﹤0.01% 300
2025
Q3 		$34.8K Sell
1,323
-644
-33% -$16.4K ﹤0.01% 301
2025
Q2 		$48.1K Sell
1,967
-521
-21% -$11.8K 0.01% 264
2025
Q1 		$54.9K Buy
2,488
+5
+0.2% +$116 0.01% 248
2024
Q4 		$57.5K Buy
2,483
+5
+0.2% +$117 0.01% 236
2024
Q3 		$56K Buy
2,478
+12
+0.5% +$261 0.01% 246
2024
Q2 		$52.8K Hold
2,466
– – 0.01% 233
2024
Q1 		$51K Buy
2,466
+6
+0.2% +$118 0.01% 231
2023
Q4 		$46.2K Buy
2,460
+9
+0.4% +$158 0.01% 233
2023
Q3 		$41.4K Buy
2,451
+6
+0.2% +$105 0.01% 233
2023
Q2 		$42.7K Buy
2,445
+6
+0.2% +$99 0.01% 228
2023
Q1 		$39.3K Buy
2,439
+6
+0.2% +$94 0.01% 258
2022
Q4 		$36.6K Sell
2,433
-633
-21% -$9.58K 0.01% 221
2022
Q3 		$43K Hold
3,066
– – 0.01% 208
2022
Q2 		$46K Hold
3,066
– – 0.01% 209
2022
Q1 		$55K Buy
3,066
+1,776
+138% +$31.4K 0.02% 205
2021
Q4 		$24K Hold
1,290
– – 0.01% 260
2021
Q3 		$22K Hold
1,290
– – 0.01% 267
2021
Q2 		$22K Hold
1,290
– – 0.01% 258
2021
Q1 		$21K Hold
1,290
– – 0.01% 250
2020
Q4 		$20K Sell
1,290
-1,050
-45% -$15K 0.01% 249
2020
Q3 		$31K Buy
+2,340
New +$31.1K 0.02% 206

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

TFC Financial Management's SCHX Position: Q1 2026 in Review

TFC Financial Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 1,327 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

TFC Financial Management first reported a position in SCHX in Q3 2020 and has held it in 23 quarters since. The position peaked at $57.5K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • TFC Financial Management held 1,327 shares of Schwab US Large- Cap ETF worth $34K as of Q1 2026.
  • TFC Financial Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #305 holding.
  • TFC Financial Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Schwab US Large- Cap ETF position peaked at $57.5K in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.