Vision Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vision Capital Management’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	$1.71M	Sell	66,614 -30	-0%	-$805	0.22%	64
2025 Q4	$1.79M	Sell	66,644 -1,278	-2%	-$34.1K	0.22%	65
2025 Q3	$1.79M	Sell	67,922 -61	-0.1%	-$1.55K	0.22%	65
2025 Q2	$1.66M	Sell	67,983 -586	-0.9%	-$13.2K	0.22%	67
2025 Q1	$1.51M	Sell	68,569 -7,098	-9%	-$165K	0.22%	66
2024 Q4	$1.75M	Sell	75,667 -3,989	-5%	-$93K	0.26%	62
2024 Q3	$1.8M	Sell	79,656 -2,988	-4%	-$65.1K	0.25%	65
2024 Q2	$1.77M	Sell	82,644 -2,328	-3%	-$48.1K	0.26%	62
2024 Q1	$1.76M	Sell	84,972 -2,544	-3%	-$50.1K	0.26%	66
2023 Q4	$1.65M	Sell	87,516 -594	-0.7%	-$10.4K	0.26%	68
2023 Q3	$1.49M	Sell	88,110 -3,387	-4%	-$59.4K	0.27%	64
2023 Q2	$1.6M	Sell	91,497 -2,565	-3%	-$42.4K	0.27%	63
2023 Q1	$1.52M	Sell	94,062 -345	-0.4%	-$5.43K	0.28%	65
2022 Q4	$1.42M	Sell	94,407 -28,887	-23%	-$437K	0.27%	65
2022 Q3	$1.74M	Buy	123,294 +3,387	+3%	+$53.1K	0.36%	58
2022 Q2	$1.78M	Buy	119,907 +44,565	+59%	+$722K	0.34%	59
2022 Q1	$1.35M	Buy	75,342 +6,504	+9%	+$115K	0.22%	69
2021 Q4	$1.31M	Sell	68,838 -732	-1%	-$13.5K	0.19%	73
2021 Q3	$1.21M	Buy	69,570 +3,348	+5%	+$59.7K	0.2%	73
2021 Q2	$1.15M	Sell	66,222 -1,530	-2%	-$25.8K	0.19%	74
2021 Q1	$1.08M	Buy	67,752 +318	+0.5%	+$4.98K	0.19%	72
2020 Q4	$1.02M	Buy	67,434 +7,278	+12%	+$104K	0.19%	73
2020 Q3	$808K	Sell	60,156 -1,344	-2%	-$17.9K	0.17%	70
2020 Q2	$760K	Buy	61,500 +19,536	+47%	+$228K	0.17%	70
2020 Q1	$428K	Buy	+41,964	New	+$510K	0.11%	71
2019 Q3	–	Sell	-18,234	Closed	-$213K	–	85
2019 Q2	$213K	Buy	+18,234	New	+$209K	0.06%	82

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

Vision Capital Management's SCHX Position: Q1 2026 in Review

Vision Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q1 2026, selling an estimated $805 and leaving 66,614 shares worth $1.71M. The position accounts for 0.22% of the portfolio, ranked #64.

Vision Capital Management first reported a position in SCHX in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.8M in Q3 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Vision Capital Management held 66,614 shares of Schwab US Large- Cap ETF worth $1.71M as of Q1 2026.
Vision Capital Management sold 30 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $805.
Schwab US Large- Cap ETF made up 0.22% of Vision Capital Management's portfolio in Q1 2026, its #64 holding.
Vision Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 26 quarters since.
Vision Capital Management's Schwab US Large- Cap ETF position peaked at $1.8M in Q3 2024.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.