Win Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Win Advisors’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	-65,546	Closed	-$1.76M	–	110
2025 Q4	$1.76M	Sell	65,546 -37,336	-36%	-$997K	0.75%	30
2025 Q3	$2.71M	Buy	+102,882	New	+$2.61M	1.32%	15
2024 Q4	–	Sell	-78,147	Closed	-$1.77M	–	82
2024 Q3	$1.77M	Buy	+78,147	New	+$1.7M	0.83%	29

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

Win Advisors's SCHX Position: Q1 2026 in Review

Win Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 65,546 shares — an estimated $1.76M sold.

Win Advisors first reported a position in SCHX in Q3 2024 and held it in 3 quarters. The position peaked at $2.71M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Win Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 65,546 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.76M.
Win Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 3 quarters.
Win Advisors's Schwab US Large- Cap ETF position peaked at $2.71M in Q3 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.