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

WealthCollab’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	$307K	Hold	11,984	–	–	0.13%	60
2025 Q4	$322K	Buy	11,984 +10,946	+1,055%	+$292K	0.13%	64
2025 Q3	$27.3K	Hold	1,038	–	–	0.01%	299
2025 Q2	$25.4K	Hold	1,038	–	–	0.01%	295
2025 Q1	$22.9K	Hold	1,038	–	–	0.01%	290
2024 Q4	$24.1K	Hold	1,038	–	–	0.02%	272
2024 Q3	$23.5K	Buy	1,038 +3	+0.3%	+$65	0.02%	282
2024 Q2	$22.2K	Hold	1,035	–	–	0.02%	270
2024 Q1	$21.4K	Hold	1,035	–	–	0.02%	290
2023 Q4	$19.5K	Buy	+1,035	New	+$18.2K	0.02%	280

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

WealthCollab's SCHX Position: Q1 2026 in Review

WealthCollab held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 11,984 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #60.

WealthCollab first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $322K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

WealthCollab held 11,984 shares of Schwab US Large- Cap ETF worth $307K as of Q1 2026.
WealthCollab left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.13% of WealthCollab's portfolio in Q1 2026, its #60 holding.
WealthCollab first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Schwab US Large- Cap ETF position peaked at $322K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.