Wealthspire Advisors (New York)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthspire Advisors (New York)’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	$72.4M	Buy	2,822,930 +6,521	+0.2%	+$175K	0.57%	33
2025 Q4	$75.8M	Sell	2,816,409 -2,914,447	-51%	-$77.8M	0.6%	31
2025 Q3	$151M	Sell	5,730,856 -111,468	-2%	-$2.83M	0.79%	21
2025 Q2	$143M	Sell	5,842,324 -241,002	-4%	-$5.45M	0.8%	21
2025 Q1	$134M	Buy	6,083,326 +2,974,256	+96%	+$69.2M	0.8%	21
2024 Q4	$72.1M	Sell	3,109,070 -4,339	-0.1%	-$101K	0.72%	25
2024 Q3	$70.4M	Sell	3,113,409 -51,930	-2%	-$1.13M	0.72%	24
2024 Q2	$67.8M	Sell	3,165,339 -179,670	-5%	-$3.71M	0.87%	24
2024 Q1	$69.2M	Sell	3,345,009 -189,510	-5%	-$3.73M	0.92%	21
2023 Q4	$66.4M	Sell	3,534,519 -108,627	-3%	-$1.91M	0.94%	22
2023 Q3	$61.4M	Sell	3,643,146 -97,506	-3%	-$1.71M	1.01%	19
2023 Q2	$65.3M	Buy	3,740,652 +550,107	+17%	+$9.08M	1.07%	19
2023 Q1	$51.4M	Sell	3,190,545 -52,587	-2%	-$828K	0.88%	26
2022 Q4	$48.8M	Buy	3,243,132 +187,200	+6%	+$2.83M	0.89%	25
2022 Q3	$43.1M	Buy	3,055,932 +145,704	+5%	+$2.29M	0.9%	23
2022 Q2	$43.3M	Buy	2,910,228 +894,888	+44%	+$14.5M	0.91%	20
2022 Q1	$36.2M	Buy	2,015,340 +42,492	+2%	+$752K	0.81%	19
2021 Q4	$37.4M	Sell	1,972,848 -1,059,930	-35%	-$19.6M	0.83%	20
2021 Q3	$52.6M	Buy	3,032,778 +922,380	+44%	+$16.4M	1.09%	16
2021 Q2	$36.6M	Sell	2,110,398 -532,620	-20%	-$8.99M	0.96%	16
2021 Q1	$42.3M	Sell	2,643,018 -297,120	-10%	-$4.65M	1%	18
2020 Q4	$44.6M	Buy	+2,940,138	New	+$42.1M	1.33%	16
2020 Q2	–	Sell	-3,808,200	Closed	-$38.9M	–	486
2020 Q1	$38.9M	Buy	+3,808,200	New	+$46.3M	1.63%	13

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

Wealthspire Advisors (New York)'s SCHX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q1 2026, buying an estimated $175K and bringing the position to 2,822,930 shares worth $72.4M. The position accounts for 0.57% of the portfolio, ranked #33.

Wealthspire Advisors (New York) first reported a position in SCHX in Q1 2020 and has held it in 23 quarters since. The position peaked at $151M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Wealthspire Advisors (New York) held 2,822,930 shares of Schwab US Large- Cap ETF worth $72.4M as of Q1 2026.
Wealthspire Advisors (New York) bought 6,521 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $175K.
Schwab US Large- Cap ETF made up 0.57% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #33 holding.
Wealthspire Advisors (New York) first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s Schwab US Large- Cap ETF position peaked at $151M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.