Westshore Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westshore Wealth’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	$359K	Buy	13,993 +40	+0.3%	+$1.07K	0.13%	64
2025 Q4	$375K	Buy	13,953 +42	+0.3%	+$1.12K	0.12%	65
2025 Q3	$366K	Sell	13,911 -871	-6%	-$22.1K	0.13%	67
2025 Q2	$361K	Buy	14,782 +43	+0.3%	+$972	0.14%	65
2025 Q1	$325K	Buy	14,739 +46	+0.3%	+$1.07K	0.14%	67
2024 Q4	$341K	Buy	14,693 +47	+0.3%	+$1.09K	0.14%	63
2024 Q3	$331K	Buy	14,646 +90	+0.6%	+$1.96K	0.14%	62
2024 Q2	$312K	Hold	14,556	–	–	0.13%	60
2024 Q1	$301K	Buy	14,556 +48	+0.3%	+$945	0.13%	66
2023 Q4	$273K	Buy	14,508 +60	+0.4%	+$1.05K	0.13%	65
2023 Q3	$244K	Buy	14,448 +54	+0.4%	+$947	0.14%	71
2023 Q2	$251K	Buy	14,394 +51	+0.4%	+$842	0.13%	88
2023 Q1	$231K	Buy	14,343 +57	+0.4%	+$897	0.12%	95
2022 Q4	$215K	Buy	14,286 +63	+0.4%	+$954	0.12%	99
2022 Q3	$201K	Buy	14,223 +60	+0.4%	+$941	0.14%	88
2022 Q2	$211K	Buy	14,163 +57	+0.4%	+$924	0.14%	88
2022 Q1	$253K	Buy	14,106 +42	+0.3%	+$744	0.17%	81
2021 Q4	$267K	Buy	+14,064	New	+$260K	0.18%	69

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

Westshore Wealth's SCHX Position: Q1 2026 in Review

Westshore Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, buying an estimated $1.07K and bringing the position to 13,993 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #64.

Westshore Wealth first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $375K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Westshore Wealth held 13,993 shares of Schwab US Large- Cap ETF worth $359K as of Q1 2026.
Westshore Wealth bought 40 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.07K.
Schwab US Large- Cap ETF made up 0.13% of Westshore Wealth's portfolio in Q1 2026, its #64 holding.
Westshore Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
Westshore Wealth's Schwab US Large- Cap ETF position peaked at $375K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.