Trask Adam Roland’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trask Adam Roland’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	$87.1K	Buy	+3,397	New	+$91.1K	0.08%	80

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Trask Adam Roland's SCHX Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 3,397 shares worth $87.1K. The stake represents 0.08% of the portfolio and ranks #80 among its holdings.

1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Trask Adam Roland held 3,397 shares of Schwab US Large- Cap ETF worth $87.1K as of Q1 2026.
Schwab US Large- Cap ETF was a new Trask Adam Roland position in Q1 2026.
Schwab US Large- Cap ETF made up 0.08% of Trask Adam Roland's portfolio in Q1 2026, its #80 holding.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.