Victory Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Victory Financial Group’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	$1.05M	Buy	40,987 +895	+2%	+$24K	0.13%	116
2025 Q4	$1.08M	Buy	40,092 +855	+2%	+$22.8K	0.14%	102
2025 Q3	$1.03M	Buy	39,237 +3,160	+9%	+$80.2K	0.14%	92
2025 Q2	$882K	Sell	36,077 -3	-0%	-$68	0.14%	80
2025 Q1	$797K	Buy	36,080 +1,269	+4%	+$29.5K	0.15%	71
2024 Q4	$807K	Buy	+34,811	New	+$811K	0.21%	61
2024 Q2	$753K	Buy	+35,145	New	+$726K	0.35%	35

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 $1.54B AUM 16.9% 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

Victory Financial Group's SCHX Position: Q1 2026 in Review

Victory Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q1 2026, buying an estimated $24K and bringing the position to 40,987 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #116.

Victory Financial Group first reported a position in SCHX in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Victory Financial Group held 40,987 shares of Schwab US Large- Cap ETF worth $1.05M as of Q1 2026.
Victory Financial Group bought 895 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $24K.
Schwab US Large- Cap ETF made up 0.13% of Victory Financial Group's portfolio in Q1 2026, its #116 holding.
Victory Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 7 quarters since.
Victory Financial Group's Schwab US Large- Cap ETF position peaked at $1.08M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.