Vident Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vident Advisory’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	$627K	Buy	24,470 +2,346	+11%	+$62.9K	0.01%	1131
2025 Q4	$595K	Buy	22,124 +3,868	+21%	+$103K	0.01%	1071
2025 Q3	$481K	Hold	18,256	–	–	﹤0.01%	1221
2025 Q2	$446K	Buy	18,256 +68	+0.4%	+$1.54K	0.01%	1129
2025 Q1	$402K	Buy	18,188 +726	+4%	+$16.9K	0.01%	1144
2024 Q4	$405K	Buy	17,462 +707	+4%	+$16.5K	0.01%	1052
2024 Q3	$379K	Hold	16,755	–	–	0.01%	1058
2024 Q2	$359K	Hold	16,755	–	–	0.01%	1057
2024 Q1	$347K	Hold	16,755	–	–	0.01%	965
2023 Q4	$315K	Hold	16,755	–	–	0.01%	977
2023 Q3	$283K	Buy	+16,755	New	+$294K	0.01%	944

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

Vident Advisory's SCHX Position: Q1 2026 in Review

Vident Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q1 2026, buying an estimated $62.9K and bringing the position to 24,470 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #1131.

Vident Advisory first reported a position in SCHX in Q3 2023 and has held it in 11 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Vident Advisory held 24,470 shares of Schwab US Large- Cap ETF worth $627K as of Q1 2026.
Vident Advisory bought 2,346 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $62.9K.
Schwab US Large- Cap ETF made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #1131 holding.
Vident Advisory first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.