Windsor Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Windsor Advisory Group’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	$5.77M	Buy	+225,196	New	+$6.04M	4.82%	5
2025 Q1	–	Sell	-248,034	Closed	-$5.75M	–	77
2024 Q4	$5.75M	Buy	248,034 +147,825	+148%	+$3.45M	6.69%	3
2024 Q3	$2.27M	Buy	+100,209	New	+$2.18M	2.56%	6
2024 Q1	–	Sell	-69,660	Closed	-$1.31M	–	56
2023 Q4	$1.31M	Buy	+69,660	New	+$1.22M	3.9%	9

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

Windsor Advisory Group's SCHX Position: Q1 2026 in Review

Windsor Advisory Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 225,196 shares worth $5.77M. The stake represents 4.82% of the portfolio and ranks #5 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in SCHX as recently as Q4 2024.

Windsor Advisory Group first reported a position in SCHX in Q4 2023 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Windsor Advisory Group held 225,196 shares of Schwab US Large- Cap ETF worth $5.77M as of Q1 2026.
Schwab US Large- Cap ETF was a new Windsor Advisory Group position in Q1 2026.
Schwab US Large- Cap ETF made up 4.82% of Windsor Advisory Group's portfolio in Q1 2026, its #5 holding.
Windsor Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 4 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.