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

Verus Capital 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 		$208K Buy
8,125
+3
+0% +$80 0.01% 434
2025
Q4 		$219K Sell
8,122
-135
-2% -$3.6K 0.01% 412
2025
Q3 		$217K Sell
8,257
-83
-1% -$2.11K 0.02% 384
2025
Q2 		$204K Buy
+8,340
New +$189K 0.02% 354

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

Verus Capital Partners's SCHX Position: Q1 2026 in Review

Verus Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q1 2026, buying an estimated $80 and bringing the position to 8,125 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #434.

Verus Capital Partners first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Verus Capital Partners held 8,125 shares of Schwab US Large- Cap ETF worth $208K as of Q1 2026.
  • Verus Capital Partners bought 3 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $80.
  • Schwab US Large- Cap ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2026, its #434 holding.
  • Verus Capital Partners first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Verus Capital Partners's Schwab US Large- Cap ETF position peaked at $219K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.