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

WealthShield Partners’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 		$2.77M Sell
107,966
-2,056
-2% -$55.2K 0.31% 93
2025
Q4 		$2.97M Sell
110,022
-958
-0.9% -$25.6K 0.33% 85
2025
Q3 		$2.92M Sell
110,980
-577
-0.5% -$14.7K 0.33% 86
2025
Q2 		$2.73M Sell
111,557
-7,309
-6% -$165K 0.33% 88
2025
Q1 		$2.62M Buy
118,866
+428
+0.4% +$9.96K 0.34% 88
2024
Q4 		$2.75M Sell
118,438
-2,042
-2% -$47.6K 0.39% 76
2024
Q3 		$2.72M Buy
120,480
+168
+0.1% +$3.66K 0.37% 78
2024
Q2 		$2.58M Buy
120,312
+3,249
+3% +$67.1K 0.39% 75
2024
Q1 		$2.42M Buy
117,063
+4,542
+4% +$89.4K 0.39% 77
2023
Q4 		$2.12M Buy
112,521
+123
+0.1% +$2.16K 0.35% 85
2023
Q3 		$1.9M Buy
112,398
+1,047
+0.9% +$18.4K 0.29% 98
2023
Q2 		$1.94M Buy
111,351
+6,462
+6% +$107K 0.29% 90
2023
Q1 		$1.69M Buy
104,889
+4,221
+4% +$66.4K 0.27% 98
2022
Q4 		$1.52M Buy
100,668
+17,112
+20% +$259K 0.29% 99
2022
Q3 		$1.18M Buy
83,556
+3,297
+4% +$51.7K 0.23% 111
2022
Q2 		$1.2M Buy
80,259
+3,612
+5% +$58.5K 0.24% 108
2022
Q1 		$1.38M Buy
+76,647
New +$1.36M 0.22% 110
2021
Q3 		– Sell
-40,242
Closed -$697K – 641
2021
Q2 		$697K Buy
40,242
+4,770
+13% +$80.5K 0.11% 135
2021
Q1 		$568K Sell
35,472
-9,744
-22% -$153K 0.1% 143
2020
Q4 		$685K Buy
45,216
+45,072
+31,300% +$645K 0.13% 134
2020
Q3 		$2K Buy
+144
New +$1.91K ﹤0.01% 379

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

WealthShield Partners's SCHX Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q1 2026, selling an estimated $55.2K and leaving 107,966 shares worth $2.77M. The position accounts for 0.31% of the portfolio, ranked #93.

WealthShield Partners first reported a position in SCHX in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.97M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • WealthShield Partners held 107,966 shares of Schwab US Large- Cap ETF worth $2.77M as of Q1 2026.
  • WealthShield Partners sold 2,056 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $55.2K.
  • Schwab US Large- Cap ETF made up 0.31% of WealthShield Partners's portfolio in Q1 2026, its #93 holding.
  • WealthShield Partners first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • WealthShield Partners's Schwab US Large- Cap ETF position peaked at $2.97M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.