Verum Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Verum Partners’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	$2.18M	Buy	85,038 +115	+0.1%	+$3.08K	0.41%	41
2025 Q4	$2.29M	Sell	84,923 -5,864	-6%	-$157K	0.46%	41
2025 Q3	$2.39M	Buy	90,787 +114	+0.1%	+$2.9K	0.51%	41
2025 Q2	$2.22M	Sell	90,673 -785	-0.9%	-$17.7K	0.51%	40
2025 Q1	$2.02M	Sell	91,458 -299	-0.3%	-$6.96K	0.54%	37
2024 Q4	$2.13M	Sell	91,757 -3,220	-3%	-$75K	0.61%	32
2024 Q3	$2.15M	Buy	94,977 +258	+0.3%	+$5.62K	0.63%	32
2024 Q2	$2.03M	Sell	94,719 -369	-0.4%	-$7.63K	0.66%	32
2024 Q1	$1.97M	Sell	95,088 -3,636	-4%	-$71.6K	0.7%	36
2023 Q4	$1.86M	Buy	98,724 +21,081	+27%	+$370K	0.73%	38
2023 Q3	$1.31M	Buy	77,643 +78	+0.1%	+$1.37K	0.59%	46
2023 Q2	$1.35M	Buy	77,565 +72	+0.1%	+$1.19K	1.23%	23
2023 Q1	$1.25M	Sell	77,493 -2,556	-3%	-$40.2K	1.33%	22
2022 Q4	$1.2M	Buy	+80,049	New	+$1.21M	1.48%	21

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

Verum Partners's SCHX Position: Q1 2026 in Review

Verum Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.14% in Q1 2026, buying an estimated $3.08K and bringing the position to 85,038 shares worth $2.18M. The position accounts for 0.41% of the portfolio, ranked #41.

Verum Partners first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.39M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Verum Partners held 85,038 shares of Schwab US Large- Cap ETF worth $2.18M as of Q1 2026.
Verum Partners bought 115 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.08K.
Schwab US Large- Cap ETF made up 0.41% of Verum Partners's portfolio in Q1 2026, its #41 holding.
Verum Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Verum Partners's Schwab US Large- Cap ETF position peaked at $2.39M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.