UP Strategic Wealth Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

UP Strategic Wealth Investment 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	$22M	Buy	763,704 +45,041	+6%	+$1.21M	13.85%	2
2025 Q4	$19.6M	Buy	718,663 +39,455	+6%	+$1.05M	14.22%	2
2025 Q3	$17.9M	Buy	679,208 +34,512	+5%	+$876K	13.41%	2
2025 Q2	$15.8M	Buy	644,696 +80,332	+14%	+$1.82M	12.29%	2
2025 Q1	$12.5M	Buy	564,364 +159,269	+39%	+$3.71M	11.08%	2
2024 Q4	$9.39M	Buy	405,095 +368	+0.1%	+$8.58K	9.39%	2
2024 Q3	$9.15M	Buy	404,727 +16,161	+4%	+$352K	10.24%	2
2024 Q2	$8.32M	Buy	388,566 +42,618	+12%	+$881K	12.6%	1
2024 Q1	$7.16M	Buy	345,948 +27,417	+9%	+$540K	11.71%	1
2023 Q4	$5.99M	Buy	+318,531	New	+$5.59M	10.92%	2

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

UP Strategic Wealth Investment Advisors's SCHX Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 6.3% in Q1 2026, buying an estimated $1.21M and bringing the position to 763,704 shares worth $22M. The position accounts for 13.85% of the portfolio, ranked #2.

UP Strategic Wealth Investment Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

UP Strategic Wealth Investment Advisors held 763,704 shares of Schwab US Large- Cap ETF worth $22M as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 45,041 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.21M.
Schwab US Large- Cap ETF made up 13.85% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #2 holding.
UP Strategic Wealth Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.