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Transcend Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Transcend Capital Advisors’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 		$1.43M Buy
55,943
+6,742
+14% +$181K 0.11% 173
2025
Q4 		$1.32M Sell
49,201
-470
-0.9% -$12.6K 0.1% 185
2025
Q3 		$1.31M Buy
49,671
+1,880
+4% +$47.7K 0.09% 201
2025
Q2 		$1.17M Sell
47,791
-2,141
-4% -$48.4K 0.09% 205
2025
Q1 		$1.1M Sell
49,932
-1,872
-4% -$43.6K 0.08% 242
2024
Q4 		$1.2M Sell
51,804
-1,845
-3% -$43K 0.09% 219
2024
Q3 		$1.21M Sell
53,649
-2,856
-5% -$62.2K 0.08% 234
2024
Q2 		$1.21M Sell
56,505
-1,266
-2% -$26.2K 0.09% 224
2024
Q1 		$1.2M Hold
57,771
– – 0.1% 208
2023
Q4 		$1.09M Hold
57,771
– – 0.1% 206
2023
Q3 		$974K Sell
57,771
-1,062
-2% -$18.6K 0.1% 213
2023
Q2 		$1.03M Buy
58,833
+3,624
+7% +$59.8K 0.1% 210
2023
Q1 		$890K Sell
55,209
-4,941
-8% -$77.8K 0.09% 209
2022
Q4 		$905K Hold
60,150
– – 0.1% 210
2022
Q3 		$849K Sell
60,150
-5,559
-8% -$87.2K 0.09% 210
2022
Q2 		$978K Sell
65,709
-159
-0.2% -$2.58K 0.1% 205
2022
Q1 		$1.18M Buy
+65,868
New +$1.17M 0.11% 197

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

Transcend Capital Advisors's SCHX Position: Q1 2026 in Review

Transcend Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, buying an estimated $181K and bringing the position to 55,943 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #173.

Transcend Capital Advisors first reported a position in SCHX in Q1 2022 and has held it in 17 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Transcend Capital Advisors held 55,943 shares of Schwab US Large- Cap ETF worth $1.43M as of Q1 2026.
  • Transcend Capital Advisors bought 6,742 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $181K.
  • Schwab US Large- Cap ETF made up 0.11% of Transcend Capital Advisors's portfolio in Q1 2026, its #173 holding.
  • Transcend Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.