Weaver Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Weaver Capital Management’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	$1.52M	Sell	59,199 -3,232	-5%	-$86.7K	0.33%	78
2025 Q4	$1.68M	Sell	62,431 -5,110	-8%	-$136K	0.35%	71
2025 Q3	$1.78M	Sell	67,541 -388	-0.6%	-$9.85K	0.39%	65
2025 Q2	$1.66M	Sell	67,929 -15,767	-19%	-$356K	0.41%	60
2025 Q1	$1.85M	Hold	83,696	–	–	0.49%	55
2024 Q4	$1.94M	Buy	83,696 +4,085	+5%	+$95.2K	0.54%	50
2024 Q3	$1.8M	Sell	79,611 -2,070	-3%	-$45.1K	0.54%	53
2024 Q2	$1.75M	Buy	81,681 +135	+0.2%	+$2.79K	0.56%	53
2024 Q1	$1.69M	Sell	81,546 -56,853	-41%	-$1.12M	0.58%	53
2023 Q4	$2.6M	Buy	+138,399	New	+$2.43M	1.03%	19

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

Weaver Capital Management's SCHX Position: Q1 2026 in Review

Weaver Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q1 2026, selling an estimated $86.7K and leaving 59,199 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #78.

Weaver Capital Management first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.6M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Weaver Capital Management held 59,199 shares of Schwab US Large- Cap ETF worth $1.52M as of Q1 2026.
Weaver Capital Management sold 3,232 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $86.7K.
Schwab US Large- Cap ETF made up 0.33% of Weaver Capital Management's portfolio in Q1 2026, its #78 holding.
Weaver Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Weaver Capital Management's Schwab US Large- Cap ETF position peaked at $2.6M in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.