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Visionary Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Visionary Wealth Advisors’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 		$46.7M Buy
1,822,755
+70,883
+4% +$1.9M 2.07% 4
2025
Q4 		$47.1M Buy
1,751,872
+54,896
+3% +$1.47M 2.12% 4
2025
Q3 		$44.7M Buy
1,696,976
+1,542,177
+996% +$39.2M 2.09% 4
2025
Q2 		$3.78M Buy
154,799
+11,743
+8% +$265K 0.19% 123
2025
Q1 		$3.16M Buy
143,056
+11,068
+8% +$258K 0.19% 128
2024
Q4 		$3.06M Buy
131,988
+7,350
+6% +$171K 0.18% 129
2024
Q3 		$2.82M Buy
124,638
+444
+0.4% +$9.67K 0.17% 134
2024
Q2 		$2.66M Buy
124,194
+9,039
+8% +$187K 0.17% 135
2024
Q1 		$2.38M Buy
115,155
+8,532
+8% +$168K 0.16% 153
2023
Q4 		$2M Buy
106,623
+8,346
+8% +$147K 0.15% 155
2023
Q3 		$1.66M Buy
98,277
+13,191
+16% +$231K 0.13% 158
2023
Q2 		$1.49M Buy
85,086
+2,022
+2% +$33.4K 0.12% 171
2023
Q1 		$1.34M Buy
83,064
+6,474
+8% +$102K 0.11% 172
2022
Q4 		$1.15M Buy
76,590
+12,900
+20% +$195K 0.11% 165
2022
Q3 		$899K Buy
63,690
+1,248
+2% +$19.6K 0.09% 175
2022
Q2 		$930K Sell
62,442
-1,185
-2% -$19.2K 0.08% 178
2022
Q1 		$1.14M Buy
63,627
+13,557
+27% +$240K 0.09% 173
2021
Q4 		$950K Buy
50,070
+6,108
+14% +$113K 0.08% 169
2021
Q3 		$762K Buy
43,962
+8,580
+24% +$153K 0.08% 155
2021
Q2 		$613K Sell
35,382
-8,262
-19% -$139K 0.06% 180
2021
Q1 		$699K Sell
43,644
-9,216
-17% -$144K 0.07% 170
2020
Q4 		$801K Sell
52,860
-15,528
-23% -$222K 0.09% 153
2020
Q3 		$919K Buy
68,388
+3,036
+5% +$40.3K 0.13% 122
2020
Q2 		$807K Sell
65,352
-695,472
-91% -$8.11M 0.12% 125
2020
Q1 		$7.77M Sell
760,824
-256,752
-25% -$3.12M 1.46% 18
2019
Q4 		$13M Buy
+1,017,576
New +$12.5M 2.33% 9

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 $1.81B AUM 22.3% 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

Visionary Wealth Advisors's SCHX Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q1 2026, buying an estimated $1.9M and bringing the position to 1,822,755 shares worth $46.7M. The position accounts for 2.07% of the portfolio, ranked #4.

Visionary Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $47.1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Visionary Wealth Advisors held 1,822,755 shares of Schwab US Large- Cap ETF worth $46.7M as of Q1 2026.
  • Visionary Wealth Advisors bought 70,883 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.9M.
  • Schwab US Large- Cap ETF made up 2.07% of Visionary Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Visionary Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Schwab US Large- Cap ETF position peaked at $47.1M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.