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

Tradition 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 		$302K Buy
11,792
+40
+0.3% +$1.07K 0.02% 387
2025
Q4 		$316K Buy
11,752
+97
+0.8% +$2.59K 0.02% 369
2025
Q3 		$307K Sell
11,655
-1,296
-10% -$32.9K 0.02% 367
2025
Q2 		$317K Buy
12,951
+721
+6% +$16.3K 0.03% 339
2025
Q1 		$270K Sell
12,230
-798
-6% -$18.6K 0.02% 351
2024
Q4 		$302K Buy
13,028
+800
+7% +$18.6K 0.03% 321
2024
Q3 		$277K Buy
12,228
+6
+0% +$131 0.02% 340
2024
Q2 		$262K Sell
12,222
-15
-0.1% -$310 0.03% 331
2024
Q1 		$253K Sell
12,237
-96
-0.8% -$1.89K 0.03% 330
2023
Q4 		$232K Sell
12,333
-36
-0.3% -$632 0.02% 306
2023
Q3 		$209K Buy
12,369
+1,161
+10% +$20.4K 0.02% 301
2023
Q2 		$196K Buy
11,208
+27
+0.2% +$446 0.02% 316
2023
Q1 		$180K Sell
11,181
-1,329
-11% -$20.9K 0.02% 318
2022
Q4 		$188K Buy
12,510
+30
+0.2% +$454 0.03% 271
2022
Q3 		$176K Sell
12,480
-1,563
-11% -$24.5K 0.03% 276
2022
Q2 		$209K Sell
14,043
-417
-3% -$6.76K 0.03% 252
2022
Q1 		$260K Sell
14,460
-3,816
-21% -$67.6K 0.03% 261
2021
Q4 		$347K Buy
18,276
+894
+5% +$16.5K 0.04% 225
2021
Q3 		$301K Buy
17,382
+36
+0.2% +$642 0.04% 223
2021
Q2 		$301K Sell
17,346
-2,436
-12% -$41.1K 0.05% 233
2021
Q1 		$317K Sell
19,782
-11,280
-36% -$177K 0.05% 207
2020
Q4 		$471K Buy
+31,062
New +$444K 0.09% 154

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

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

Tradition Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.34% in Q1 2026, buying an estimated $1.07K and bringing the position to 11,792 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #387.

Tradition Wealth Management first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $471K in Q4 2020. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Tradition Wealth Management held 11,792 shares of Schwab US Large- Cap ETF worth $302K as of Q1 2026.
  • Tradition Wealth Management bought 40 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.07K.
  • Schwab US Large- Cap ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Tradition Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab US Large- Cap ETF position peaked at $471K in Q4 2020.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.