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

Wedgewood Investors’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	$2.82M	Buy	109,945 +17,737	+19%	+$476K	3.23%	4
2025 Q4	$2.48M	Sell	92,208 -4,348	-5%	-$116K	2.83%	6
2025 Q3	$2.54M	Buy	96,556 +22	+0%	+$559	2.79%	6
2025 Q2	$2.36M	Sell	96,534 -5,701	-6%	-$129K	2.72%	8
2025 Q1	$2.26M	Buy	102,235 +477	+0.5%	+$11.1K	2.68%	7
2024 Q4	$2.36M	Sell	101,758 -86	-0.1%	-$2K	2.78%	7
2024 Q3	$2.3M	Sell	101,844 -129	-0.1%	-$2.81K	2.52%	7
2024 Q2	$2.18M	Buy	+101,973	New	+$2.11M	2.59%	6
2023 Q4	$1.51M	Sell	80,406 -9,210	-10%	-$162K	1.88%	12
2023 Q3	$1.51M	Sell	89,616 -300	-0.3%	-$5.26K	2.05%	9
2023 Q2	$1.57M	Hold	89,916	–	–	2.01%	11
2023 Q1	$1.45M	Sell	89,916 -474	-0.5%	-$7.46K	1.9%	11
2022 Q4	$1.36M	Hold	90,390	–	–	1.79%	11
2022 Q3	$1.28M	Hold	90,390	–	–	1.96%	11
2022 Q2	$1.35M	Hold	90,390	–	–	1.9%	10
2022 Q1	$1.62M	Hold	90,390	–	–	1.96%	12
2021 Q4	$1.72M	Hold	90,390	–	–	2.02%	10
2021 Q3	$1.57M	Hold	90,390	–	–	2.04%	11
2021 Q2	$1.57M	Sell	90,390 -240	-0.3%	-$4.05K	1.97%	11
2021 Q1	$1.45M	Buy	90,630 +2,520	+3%	+$39.5K	1.81%	11
2020 Q4	$1.34M	Buy	88,110 +49,614	+129%	+$710K	1.74%	12
2020 Q3	$518K	Hold	38,496	–	–	0.77%	37
2020 Q2	$475K	Hold	38,496	–	–	0.77%	37
2020 Q1	$393K	Hold	38,496	–	–	0.76%	39
2019 Q4	$493K	Hold	38,496	–	–	0.7%	45
2019 Q3	$455K	Hold	38,496	–	–	0.68%	45
2019 Q2	$450K	Hold	38,496	–	–	0.64%	43
2019 Q1	$434K	Hold	38,496	–	–	0.67%	45
2018 Q4	$383K	Hold	38,496	–	–	0.7%	45
2018 Q3	$446K	Hold	38,496	–	–	0.71%	46
2018 Q2	$417K	Hold	38,496	–	–	0.71%	47
2018 Q1	$405K	Hold	38,496	–	–	0.35%	65
2017 Q4	$409K	Hold	38,496	–	–	0.33%	69
2017 Q3	$385K	Hold	38,496	–	–	0.32%	70
2017 Q2	$371K	Hold	38,496	–	–	0.32%	75
2017 Q1	$361K	Hold	38,496	–	–	0.32%	72
2016 Q4	$342K	Hold	38,496	–	–	0.31%	73
2016 Q3	$331K	Hold	38,496	–	–	0.31%	73
2016 Q2	$319K	Buy	+38,496	New	+$316K	0.3%	74

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 $1.54B AUM 16.9% 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

Wedgewood Investors's SCHX Position: Q1 2026 in Review

Wedgewood Investors increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q1 2026, buying an estimated $476K and bringing the position to 109,945 shares worth $2.82M. The position accounts for 3.23% of the portfolio, ranked #4.

Wedgewood Investors first reported a position in SCHX in Q2 2016 and has held it in 39 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Wedgewood Investors held 109,945 shares of Schwab US Large- Cap ETF worth $2.82M as of Q1 2026.
Wedgewood Investors bought 17,737 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $476K.
Schwab US Large- Cap ETF made up 3.23% of Wedgewood Investors's portfolio in Q1 2026, its #4 holding.
Wedgewood Investors first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 39 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.