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True Link Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

True Link Financial 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 		$126K Buy
+4,924
New +$132K 0.01% 127
2021
Q2 		– Sell
-300
Closed -$5K – 740
2021
Q1 		$5K Hold
300
– – ﹤0.01% 639
2020
Q4 		$5K Buy
+300
New +$4.29K ﹤0.01% 655

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

True Link Financial Advisors's SCHX Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 4,924 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #127 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in SCHX as recently as Q1 2021.

True Link Financial Advisors first reported a position in SCHX in Q4 2020 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • True Link Financial Advisors held 4,924 shares of Schwab US Large- Cap ETF worth $126K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new True Link Financial Advisors position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #127 holding.
  • True Link Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.