United Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

United Advisor Group’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	$10.5M	Buy	409,360 +22,200	+6%	+$596K	1.29%	12
2025 Q4	$10.4M	Sell	387,160 -659	-0.2%	-$17.6K	1.3%	13
2025 Q3	$10.2M	Buy	387,819 +102,910	+36%	+$2.61M	1.37%	10
2025 Q2	$6.96M	Buy	284,909 +69,733	+32%	+$1.58M	1.2%	16
2025 Q1	$4.75M	Buy	215,176 +9,833	+5%	+$229K	0.97%	23
2024 Q4	$4.76M	Buy	205,343 +13,691	+7%	+$319K	0.94%	26
2024 Q3	$4.33M	Sell	191,652 -112,533	-37%	-$2.45M	0.98%	21
2024 Q2	$6.51M	Sell	304,185 -26,448	-8%	-$547K	2.02%	9
2024 Q1	$6.84M	Sell	330,633 -155,889	-32%	-$3.07M	2.57%	6
2023 Q4	$13.7M	Buy	+486,522	New	+$8.54M	16.48%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

United Advisor Group's SCHX Position: Q1 2026 in Review

United Advisor Group increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q1 2026, buying an estimated $596K and bringing the position to 409,360 shares worth $10.5M. The position accounts for 1.29% of the portfolio, ranked #12.

United Advisor Group first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.7M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

United Advisor Group held 409,360 shares of Schwab US Large- Cap ETF worth $10.5M as of Q1 2026.
United Advisor Group bought 22,200 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $596K.
Schwab US Large- Cap ETF made up 1.29% of United Advisor Group's portfolio in Q1 2026, its #12 holding.
United Advisor Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Schwab US Large- Cap ETF position peaked at $13.7M in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.