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

VSM Wealth 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	$8.68M	Buy	338,441 +2,884	+0.9%	+$77.4K	2.59%	15
2025 Q4	$9.02M	Buy	+335,557	New	+$8.96M	2.71%	13
2025 Q3	–	Sell	-17,844	Closed	-$494K	–	495
2025 Q2	$494K	Sell	17,844 -353,825	-95%	-$8M	0.16%	58
2025 Q1	$8.21M	Buy	371,669 +3,130	+0.8%	+$72.9K	2.95%	10
2024 Q4	$8.54M	Buy	+368,539	New	+$8.59M	3.05%	10

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

VSM Wealth Advisory's SCHX Position: Q1 2026 in Review

VSM Wealth Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 0.86% in Q1 2026, buying an estimated $77.4K and bringing the position to 338,441 shares worth $8.68M. The position accounts for 2.59% of the portfolio, ranked #15.

VSM Wealth Advisory first reported a position in SCHX in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.02M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

VSM Wealth Advisory held 338,441 shares of Schwab US Large- Cap ETF worth $8.68M as of Q1 2026.
VSM Wealth Advisory bought 2,884 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $77.4K.
Schwab US Large- Cap ETF made up 2.59% of VSM Wealth Advisory's portfolio in Q1 2026, its #15 holding.
VSM Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 5 quarters since.
VSM Wealth Advisory's Schwab US Large- Cap ETF position peaked at $9.02M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.