TFS
SCHX icon

Thoroughbred Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Thoroughbred Financial Services’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 		$1.62M Sell
63,252
-2,935
-4% -$78.7K 0.1% 204
2025
Q4 		$1.78M Sell
66,187
-7,180
-10% -$192K 0.11% 183
2025
Q3 		$1.93M Sell
73,367
-26,919
-27% -$684K 0.12% 176
2025
Q2 		$2.45M Buy
100,286
+5,803
+6% +$131K 0.17% 128
2025
Q1 		$2.09M Buy
94,483
+4,454
+5% +$104K 0.13% 166
2024
Q4 		$2.09M Sell
90,029
-439
-0.5% -$10.2K 0.13% 153
2024
Q3 		$2.05M Buy
90,468
+519
+0.6% +$11.3K 0.13% 149
2024
Q2 		$1.93M Buy
89,949
+6,360
+8% +$131K 0.13% 153
2024
Q1 		$1.73M Sell
83,589
-6,324
-7% -$124K 0.17% 123
2023
Q4 		$1.69M Buy
89,913
+2,025
+2% +$35.6K 0.14% 150
2023
Q3 		$1.48M Buy
87,888
+8,889
+11% +$156K 0.15% 154
2023
Q2 		$1.38M Buy
78,999
+1,659
+2% +$27.4K 0.18% 128
2023
Q1 		$1.25M Buy
77,340
+15,657
+25% +$246K 0.18% 135
2022
Q4 		$928K Sell
61,683
-9,570
-13% -$145K 0.15% 154
2022
Q3 		$1M Sell
71,253
-4,377
-6% -$68.7K 0.19% 127
2022
Q2 		$1.13M Sell
75,630
-8,220
-10% -$133K 0.21% 122
2022
Q1 		$1.5M Buy
83,850
+8,520
+11% +$151K 0.25% 97
2021
Q4 		$1.43M Buy
75,330
+26,040
+53% +$481K 0.3% 80
2021
Q3 		$854K Buy
49,290
+18,570
+60% +$331K 0.21% 117
2021
Q2 		$532K Buy
30,720
+10,758
+54% +$182K 0.13% 160
2021
Q1 		$319K Buy
19,962
+6,630
+50% +$104K 0.09% 209
2020
Q4 		$202K Buy
+13,332
New +$191K 0.06% 228

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

Thoroughbred Financial Services's SCHX Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q1 2026, selling an estimated $78.7K and leaving 63,252 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #204.

Thoroughbred Financial Services first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Thoroughbred Financial Services held 63,252 shares of Schwab US Large- Cap ETF worth $1.62M as of Q1 2026.
  • Thoroughbred Financial Services sold 2,935 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $78.7K.
  • Schwab US Large- Cap ETF made up 0.1% of Thoroughbred Financial Services's portfolio in Q1 2026, its #204 holding.
  • Thoroughbred Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Thoroughbred Financial Services's Schwab US Large- Cap ETF position peaked at $2.45M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.