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

Wedbush Securities’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	$776K	Buy	30,259 +6,401	+27%	+$172K	0.02%	543
2025 Q4	$642K	Buy	+23,858	New	+$637K	0.02%	596
2024 Q3	–	Sell	-10,209	Closed	-$219K	–	1226
2024 Q2	$219K	Buy	+10,209	New	+$211K	0.01%	1025
2019 Q4	–	Sell	-21,174	Closed	-$250K	–	1025
2019 Q3	$250K	Sell	21,174 -354	-2%	-$4.17K	0.02%	720
2019 Q2	$252K	Buy	+21,528	New	+$247K	0.03%	710

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

Wedbush Securities's SCHX Position: Q1 2026 in Review

Wedbush Securities increased its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2026, buying an estimated $172K and bringing the position to 30,259 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #543.

Wedbush Securities first reported a position in SCHX in Q2 2019 and has held it in 5 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Wedbush Securities held 30,259 shares of Schwab US Large- Cap ETF worth $776K as of Q1 2026.
Wedbush Securities bought 6,401 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $172K.
Schwab US Large- Cap ETF made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #543 holding.
Wedbush Securities first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 5 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.