Topsail Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Topsail Wealth 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	$16.2K	Hold	630	–	–	﹤0.01%	255
2025 Q4	$17K	Hold	630	–	–	﹤0.01%	236
2025 Q3	$16.6K	Hold	630	–	–	﹤0.01%	227
2025 Q2	$15.4K	Hold	630	–	–	﹤0.01%	216
2025 Q1	$13.9K	Hold	630	–	–	﹤0.01%	206
2024 Q4	$14.6K	Buy	+630	New	+$14.7K	﹤0.01%	186

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

Topsail Wealth Management's SCHX Position: Q1 2026 in Review

Topsail Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 630 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Topsail Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Topsail Wealth Management held 630 shares of Schwab US Large- Cap ETF worth $16.2K as of Q1 2026.
Topsail Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #255 holding.
Topsail Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's Schwab US Large- Cap ETF position peaked at $17K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.