Verity & Verity’s Schwab US Large- Cap ETF SCHX Stock Holding History

Verity & Verity’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	$251K	Sell	9,780 -2,393	-20%	-$64.2K	0.02%	128
2025 Q4	$328K	Hold	12,173	–	–	0.03%	128
2025 Q3	$321K	Sell	12,173 -2,000	-14%	-$50.8K	0.03%	116
2025 Q2	$346K	Hold	14,173	–	–	0.03%	110
2025 Q1	$313K	Hold	14,173	–	–	0.03%	109
2024 Q4	$329K	Sell	14,173 -473	-3%	-$11K	0.03%	113
2024 Q3	$331K	Hold	14,646	–	–	0.03%	97
2024 Q2	$314K	Sell	14,646 -3	-0%	-$62	0.03%	96
2024 Q1	$303K	Buy	+14,649	New	+$288K	0.03%	95

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

Verity & Verity's SCHX Position: Q1 2026 in Review

Verity & Verity reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q1 2026, selling an estimated $64.2K and leaving 9,780 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #128.

Verity & Verity first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $346K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Verity & Verity held 9,780 shares of Schwab US Large- Cap ETF worth $251K as of Q1 2026.
Verity & Verity sold 2,393 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $64.2K.
Schwab US Large- Cap ETF made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #128 holding.
Verity & Verity first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Verity & Verity's Schwab US Large- Cap ETF position peaked at $346K in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.