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U.S. Capital Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

U.S. Capital Wealth 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 		$9.06M Sell
353,258
-2,265
-0.6% -$60.8K 0.23% 103
2025
Q4 		$9.57M Buy
355,523
+321
+0.1% +$8.57K 0.25% 97
2025
Q3 		$9.36M Sell
355,202
-11,278
-3% -$286K 0.25% 98
2025
Q2 		$8.96M Sell
366,480
-9,649
-3% -$218K 0.26% 100
2025
Q1 		$8.3M Buy
376,129
+6,328
+2% +$147K 0.25% 104
2024
Q4 		$8.57M Sell
369,801
-2,391
-0.6% -$55.7K 0.27% 78
2024
Q3 		$8.42M Buy
372,192
+7,611
+2% +$166K 0.3% 79
2024
Q2 		$7.81M Buy
364,581
+10,614
+3% +$219K 0.3% 73
2024
Q1 		$7.32M Buy
353,967
+15,768
+5% +$310K 0.28% 83
2023
Q4 		$6.36M Buy
338,199
+17,583
+5% +$309K 0.25% 97
2023
Q3 		$5.41M Buy
320,616
+71,775
+29% +$1.26M 0.24% 92
2023
Q2 		$4.34M Buy
248,841
+11,886
+5% +$196K 0.21% 113
2023
Q1 		$3.82M Buy
236,955
+7,332
+3% +$115K 0.18% 120
2022
Q4 		$3.46M Buy
229,623
+22,614
+11% +$342K 0.16% 130
2022
Q3 		$2.92M Buy
207,009
+18,780
+10% +$295K 0.15% 140
2022
Q2 		$2.8M Buy
188,229
+22,533
+14% +$365K 0.12% 167
2022
Q1 		$2.97M Buy
165,696
+66,054
+66% +$1.17M 0.11% 186
2021
Q4 		$1.89M Buy
99,642
+7,842
+9% +$145K 0.07% 269
2021
Q3 		$1.59M Buy
+91,800
New +$1.64M 0.07% 299

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

U.S. Capital Wealth Advisors's SCHX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.64% in Q1 2026, selling an estimated $60.8K and leaving 353,258 shares worth $9.06M. The position accounts for 0.23% of the portfolio, ranked #103.

U.S. Capital Wealth Advisors first reported a position in SCHX in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.57M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • U.S. Capital Wealth Advisors held 353,258 shares of Schwab US Large- Cap ETF worth $9.06M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 2,265 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $60.8K.
  • Schwab US Large- Cap ETF made up 0.23% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Schwab US Large- Cap ETF position peaked at $9.57M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.