Virtus ETF Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Virtus ETF Advisers’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	$2.77K	Sell	108 -61	-36%	-$1.64K	﹤0.01%	475
2025 Q4	$4.55K	Sell	169 -14	-8%	-$374	﹤0.01%	469
2025 Q3	$4.82K	Buy	183 +13	+8%	+$330	﹤0.01%	438
2025 Q2	$4.16K	Sell	170 -25	-13%	-$565	﹤0.01%	428
2025 Q1	$4.31K	Buy	+195	New	+$4.54K	﹤0.01%	399

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

Virtus ETF Advisers's SCHX Position: Q1 2026 in Review

Virtus ETF Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q1 2026, selling an estimated $1.64K and leaving 108 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Virtus ETF Advisers first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.82K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Virtus ETF Advisers held 108 shares of Schwab US Large- Cap ETF worth $2.77K as of Q1 2026.
Virtus ETF Advisers sold 61 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.64K.
Schwab US Large- Cap ETF made up ﹤0.01% of Virtus ETF Advisers's portfolio in Q1 2026, its #475 holding.
Virtus ETF Advisers first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Virtus ETF Advisers's Schwab US Large- Cap ETF position peaked at $4.82K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.