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Vanguard Personalized Indexing Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vanguard Personalized Indexing Management’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 		$5.15M Sell
200,703
-17,793
-8% -$477K 0.05% 307
2025
Q4 		$5.88M Hold
218,496
– – 0.06% 267
2025
Q3 		$5.76M Sell
218,496
-1,468
-0.7% -$37.3K 0.06% 277
2025
Q2 		$5.38M Sell
219,964
-4,358
-2% -$98.5K 0.06% 274
2025
Q1 		$4.95M Buy
224,322
+28,788
+15% +$670K 0.07% 242
2024
Q4 		$4.53M Buy
195,534
+1,275
+0.7% +$29.7K 0.07% 243
2024
Q3 		$4.39M Buy
194,259
+2,337
+1% +$50.9K 0.07% 250
2024
Q2 		$4.11M Buy
191,922
+1,536
+0.8% +$31.7K 0.08% 218
2024
Q1 		$3.94M Sell
190,386
-405
-0.2% -$7.97K 0.08% 212
2023
Q4 		$3.59M Buy
190,791
+3,231
+2% +$56.7K 0.09% 201
2023
Q3 		$3.16M Hold
187,560
– – 0.09% 201
2023
Q2 		$3.27M Hold
187,560
– – 0.1% 191
2023
Q1 		$3.02M Buy
187,560
+121,686
+185% +$1.91M 0.11% 188
2022
Q4 		$991K Sell
65,874
-4,362
-6% -$66K 0.04% 503
2022
Q3 		$991K Buy
70,236
+13,698
+24% +$215K 0.04% 484
2022
Q2 		$842K Sell
56,538
-570
-1% -$9.24K 0.04% 553
2022
Q1 		$1.02M Hold
57,108
– – 0.05% 433
2021
Q4 		$1.08M Hold
57,108
– – 0.06% 351
2021
Q3 		$990K Hold
57,108
– – 0.09% 226
2021
Q2 		$990K Hold
57,108
– – 0.1% 209
2021
Q1 		$914K Hold
57,108
– – 0.14% 165
2020
Q4 		$866K Hold
57,108
– – 0.19% 116
2020
Q3 		$767K Hold
57,108
– – 0.22% 103
2020
Q2 		$705K Buy
+57,108
New +$666K 0.32% 70

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

Vanguard Personalized Indexing Management's SCHX Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.1% in Q1 2026, selling an estimated $477K and leaving 200,703 shares worth $5.15M. The position accounts for 0.05% of the portfolio, ranked #307.

Vanguard Personalized Indexing Management first reported a position in SCHX in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.88M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Vanguard Personalized Indexing Management held 200,703 shares of Schwab US Large- Cap ETF worth $5.15M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 17,793 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $477K.
  • Schwab US Large- Cap ETF made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #307 holding.
  • Vanguard Personalized Indexing Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Schwab US Large- Cap ETF position peaked at $5.88M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.