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

WBH 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 		$21.1M Sell
815,782
-10,400
-1% -$279K 1.58% 15
2025
Q4 		$22.2M Sell
826,182
-11,010
-1% -$294K 1.65% 13
2025
Q3 		$22.1M Sell
837,192
-22,724
-3% -$577K 1.68% 12
2025
Q2 		$21M Sell
859,916
-13,549
-2% -$306K 1.79% 11
2025
Q1 		$19.3M Sell
873,465
-2,672
-0.3% -$62.2K 1.8% 12
2024
Q4 		$20.3M Buy
876,137
+8,321
+1% +$194K 1.88% 11
2024
Q3 		$19.6M Buy
867,816
+4,203
+0.5% +$91.6K 1.86% 12
2024
Q2 		$18.5M Sell
863,613
-5,193
-0.6% -$107K 1.87% 12
2024
Q1 		$18M Buy
868,806
+1,254
+0.1% +$24.7K 1.85% 14
2023
Q4 		$16.3M Buy
867,552
+5,226
+0.6% +$91.8K 1.81% 12
2023
Q3 		$14.5M Buy
862,326
+13,920
+2% +$244K 1.78% 11
2023
Q2 		$14.8M Buy
848,406
+11,361
+1% +$188K 1.75% 10
2023
Q1 		$13.5M Buy
+837,045
New +$13.2M 1.69% 12
2022
Q3 		$10.3M Sell
731,235
-15,654
-2% -$246K 1.49% 18
2022
Q2 		$11.3M Buy
746,889
+30,852
+4% +$500K 1.51% 12
2022
Q1 		$12.1M Buy
716,037
+2,727
+0.4% +$48.3K 1.49% 13
2021
Q4 		$13.5M Buy
713,310
+60,744
+9% +$1.12M 1.54% 14
2021
Q3 		$11.3M Buy
652,566
+41,550
+7% +$741K 1.52% 15
2021
Q2 		$10.9M Buy
611,016
+24,396
+4% +$412K 1.6% 16
2021
Q1 		$9.39M Buy
586,620
+22,938
+4% +$359K 1.52% 16
2020
Q4 		$8.8M Buy
563,682
+35,376
+7% +$506K 1.51% 16
2020
Q3 		$7.1M Buy
528,306
+99,144
+23% +$1.32M 1.43% 17
2020
Q2 		$5.3M Buy
429,162
+49,176
+13% +$573K 1.28% 19
2020
Q1 		$3.88K Sell
379,986
-93,162
-20% -$1.13M 0.91% 22
2019
Q4 		$6.06M Buy
473,148
+17,154
+4% +$210K 1.24% 17
2019
Q3 		$5.39M Buy
455,994
+29,916
+7% +$353K 1.21% 19
2019
Q2 		$4.98M Buy
426,078
+36,750
+9% +$422K 1.16% 20
2019
Q1 		$4.39M Buy
389,328
+28,530
+8% +$309K 1.04% 23
2018
Q4 		$3.59K Buy
360,798
+86,760
+32% +$931K 0.87% 24
2018
Q3 		$3.18M Buy
274,038
+462
+0.2% +$5.25K 0.77% 32
2018
Q2 		$2.96M Buy
273,576
+26,220
+11% +$283K 0.77% 33
2018
Q1 		$2.6M Buy
247,356
+9,342
+4% +$102K 0.71% 33
2017
Q4 		$2.53M Buy
238,014
+16,656
+8% +$173K 0.67% 36
2017
Q3 		$2.21M Buy
221,358
+17,988
+9% +$177K 0.62% 40
2017
Q2 		$1.96M Buy
203,370
+19,242
+10% +$184K 0.55% 43
2017
Q1 		$1.73M Buy
184,128
+11,400
+7% +$105K 0.52% 47
2016
Q4 		$1.53M Buy
172,728
+68,586
+66% +$596K 0.51% 48
2016
Q3 		$895K Buy
104,142
+58,308
+127% +$500K 0.31% 77
2016
Q2 		$380K Buy
45,834
+6,666
+17% +$54.8K 0.15% 133
2016
Q1 		$318K Buy
39,168
+1,362
+4% +$10.5K 0.11% 146
2015
Q4 		$306 Buy
37,806
+456
+1% +$3.72K 0.11% 153
2015
Q3 		$284K Buy
37,350
+162
+0.4% +$1.31K 0.12% 151
2015
Q2 		$305K Buy
37,188
+168
+0.5% +$1.41K 0.12% 156
2015
Q1 		$305 Buy
37,020
+1,164
+3% +$9.58K 0.09% 160
2014
Q4 		$293K Buy
35,856
+1,152
+3% +$9.21K 0.11% 163
2014
Q3 		$271K Buy
34,704
+126
+0.4% +$992 0.1% 168
2014
Q2 		$269K Buy
34,578
+606
+2% +$4.59K 0.1% 173
2014
Q1 		$253K Buy
33,972
+792
+2% +$5.8K 0.1% 177
2013
Q4 		$243K Sell
33,180
-594
-2% -$4.19K 0.1% 182
2013
Q3 		$226K Buy
+33,774
New +$225K 0.1% 176

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

WBH Advisory's SCHX Position: Q1 2026 in Review

WBH Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q1 2026, selling an estimated $279K and leaving 815,782 shares worth $21.1M. The position accounts for 1.58% of the portfolio, ranked #15.

WBH Advisory first reported a position in SCHX in Q3 2013 and has held it in 50 quarters since. The position peaked at $22.2M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • WBH Advisory held 815,782 shares of Schwab US Large- Cap ETF worth $21.1M as of Q1 2026.
  • WBH Advisory sold 10,400 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $279K.
  • Schwab US Large- Cap ETF made up 1.58% of WBH Advisory's portfolio in Q1 2026, its #15 holding.
  • WBH Advisory first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 50 quarters since.
  • WBH Advisory's Schwab US Large- Cap ETF position peaked at $22.2M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.