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Wernau Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wernau Asset 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 		– Sell
-7,692
Closed -$207K – 52
2025
Q4 		$207K Hold
7,692
– – 0.11% 49
2025
Q3 		$203K Buy
+7,692
New +$195K 0.14% 49

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HSA
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MGIA
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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

Wernau Asset Management's SCHX Position: Q1 2026 in Review

Wernau Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 7,692 shares — an estimated $207K sold.

Wernau Asset Management first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Wernau Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wernau Asset Management sold 7,692 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $207K.
  • Wernau Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
  • Wernau Asset Management's Schwab US Large- Cap ETF position peaked at $207K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.