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Vise Technologies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vise Technologies’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 		$13.5M Hold
501,807
– – 0.27% 70
2025
Q4 		$13.5M Buy
501,807
+129,660
+35% +$3.46M 0.26% 70
2025
Q3 		$9.8M Sell
372,147
-10,715
-3% -$272K 0.36% 55
2025
Q2 		$9.36M Buy
+382,862
New +$8.66M 0.39% 46
2024
Q4 		$6.86M Buy
296,158
+24,814
+9% +$578K 0.57% 29
2024
Q3 		$6.14M Buy
271,344
+25,593
+10% +$558K 0.78% 23
2024
Q2 		$5.26M Sell
245,751
-6,717
-3% -$139K 0.92% 23
2024
Q1 		$5.22M Sell
252,468
-24,687
-9% -$486K 1.03% 21
2023
Q4 		$5.21M Sell
277,155
-21,786
-7% -$383K 1.12% 20
2023
Q3 		$5.04M Sell
298,941
-26,919
-8% -$472K 1.24% 19
2023
Q2 		$5.69M Buy
325,860
+25,749
+9% +$425K 1.38% 18
2023
Q1 		$4.84M Buy
300,111
+183
+0.1% +$2.88K 1.28% 18
2022
Q4 		$4.51M Buy
299,928
+36,906
+14% +$559K 1.41% 14
2022
Q3 		$3.71M Buy
263,022
+33,129
+14% +$520K 1.4% 16
2022
Q2 		$3.42M Buy
229,893
+129,750
+130% +$2.1M 1.33% 15
2022
Q1 		$1.8M Buy
100,143
+89,541
+845% +$1.59M 0.68% 46
2021
Q4 		$201K Buy
+10,602
New +$196K 0.05% 134

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 $1.54B AUM 16.9% 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

Vise Technologies's SCHX Position: Q1 2026 in Review

Vise Technologies held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 501,807 shares worth $13.5M. The position accounts for 0.27% of the portfolio, ranked #70.

Vise Technologies first reported a position in SCHX in Q4 2021 and has held it in 17 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Vise Technologies held 501,807 shares of Schwab US Large- Cap ETF worth $13.5M as of Q1 2026.
  • Vise Technologies left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.27% of Vise Technologies's portfolio in Q1 2026, its #70 holding.
  • Vise Technologies first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.