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Trinity Legacy Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trinity Legacy Partners’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 		$16.9M Buy
616,985
+8,561
+1% +$230K 3.66% 2
2025
Q4 		$16.4M Buy
608,424
+2,503
+0.4% +$66.8K 3.76% 2
2025
Q3 		$16.3M Buy
605,921
+3,419
+0.6% +$86.8K 3.76% 3
2025
Q2 		$14.9M Buy
602,502
+12
+0% +$271 3.62% 3
2025
Q1 		$14M Buy
602,490
+10,065
+2% +$234K 3.54% 3
2024
Q4 		$13.7M Sell
592,425
-1,138,818
-66% -$26.5M 3.54% 3
2024
Q3 		$13.3M Buy
1,731,243
+1,170,267
+209% +$25.5M 3.42% 4
2024
Q2 		$12M Buy
560,976
+5,688
+1% +$118K 3.42% 4
2024
Q1 		$11.5M Sell
555,288
-220,872
-28% -$4.35M 3.36% 5
2023
Q4 		$14.6M Buy
776,160
+295,410
+61% +$5.19M 4.6% 2
2023
Q3 		$8.11M Sell
480,750
-46,557
-9% -$817K 2.8% 7
2023
Q2 		$9.21M Sell
527,307
-56,235
-10% -$928K 3.22% 5
2023
Q1 		$9.41M Buy
583,542
+3,813
+0.7% +$60K 3.53% 3
2022
Q4 		$8.72M Sell
579,729
-13,809
-2% -$209K 3.47% 4
2022
Q3 		$8.38M Sell
593,538
-25,911
-4% -$407K 3.58% 5
2022
Q2 		$9.39M Sell
619,449
-1,353
-0.2% -$21.9K 3.65% 4
2022
Q1 		$11.1M Buy
620,802
+33,726
+6% +$597K 3.76% 4
2021
Q4 		$11.1M Buy
587,076
+2,226
+0.4% +$41.1K 3.78% 4
2021
Q3 		$10.1M Buy
584,850
+17,064
+3% +$304K 3.64% 4
2021
Q2 		$10M Sell
567,786
-167,220
-23% -$2.82M 3.67% 4
2021
Q1 		$12.4M Sell
735,006
-27,360
-4% -$429K 4.95% 3
2020
Q4 		$11.6M Sell
762,366
-32,532
-4% -$466K 5.25% 3
2020
Q3 		$11.2M Sell
794,898
-98,580
-11% -$1.31M 5.41% 3
2020
Q2 		$11.3M Buy
893,478
+223,062
+33% +$2.6M 5.81% 3
2020
Q1 		$6.67M Sell
670,416
-16,464
-2% -$200K 4.7% 3
2019
Q4 		$8.93M Sell
686,880
-29,724
-4% -$364K 4.18% 4
2019
Q3 		$8.45M Sell
716,604
-25,530
-3% -$301K 4.18% 5
2019
Q2 		$8.63M Sell
742,134
-20,568
-3% -$236K 5.93% 4
2019
Q1 		$8.59M Buy
762,702
+402,072
+111% +$4.36M 5.65% 3
2018
Q4 		$3.59M Buy
+360,630
New +$3.87M 3.47% 6

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 $1.54B AUM 16.9% 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

Trinity Legacy Partners's SCHX Position: Q1 2026 in Review

Trinity Legacy Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q1 2026, buying an estimated $230K and bringing the position to 616,985 shares worth $16.9M. The position accounts for 3.66% of the portfolio, ranked #2.

Trinity Legacy Partners first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Trinity Legacy Partners held 616,985 shares of Schwab US Large- Cap ETF worth $16.9M as of Q1 2026.
  • Trinity Legacy Partners bought 8,561 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $230K.
  • Schwab US Large- Cap ETF made up 3.66% of Trinity Legacy Partners's portfolio in Q1 2026, its #2 holding.
  • Trinity Legacy Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.