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

World Investment 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 		$42.2M Sell
1,646,543
-48,955
-3% -$1.31M 0.68% 25
2025
Q4 		$45.6M Buy
1,695,498
+48,764
+3% +$1.3M 0.74% 22
2025
Q3 		$43.4M Buy
1,646,734
+11,074
+0.7% +$281K 0.89% 17
2025
Q2 		$40M Buy
1,635,660
+1,512,278
+1,226% +$34.2M 0.91% 17
2025
Q1 		$2.72M Sell
123,382
-36,431
-23% -$848K 0.07% 297
2024
Q4 		$3.7M Buy
159,813
+9,225
+6% +$215K 0.1% 230
2024
Q3 		$3.41M Buy
150,588
+16,725
+12% +$364K 0.11% 217
2024
Q2 		$2.87M Buy
133,863
+246
+0.2% +$5.08K 0.18% 121
2024
Q1 		$2.76M Buy
133,617
+69,804
+109% +$1.37M 0.4% 61
2023
Q4 		$1.2M Buy
63,813
+1,644
+3% +$28.9K 0.16% 127
2023
Q3 		$1.05M Sell
62,169
-423
-0.7% -$7.42K 0.21% 87
2023
Q2 		$1.09M Buy
62,592
+2,946
+5% +$48.6K 0.21% 81
2023
Q1 		$962K Sell
59,646
-672
-1% -$10.6K 0.2% 85
2022
Q4 		$908K Sell
60,318
-1,317
-2% -$19.9K 0.21% 82
2022
Q3 		$870K Buy
61,635
+354
+0.6% +$5.55K 0.21% 82
2022
Q2 		$1M Buy
61,281
+2,565
+4% +$41.6K 0.21% 77
2022
Q1 		$1.05M Buy
58,716
+1,002
+2% +$17.7K 0.22% 82
2021
Q4 		$1.03M Buy
57,714
+13,500
+31% +$249K 0.22% 88
2021
Q3 		$767K Buy
44,214
+3,924
+10% +$70K 0.17% 97
2021
Q2 		$698K Buy
40,290
+498
+1% +$8.4K 0.16% 101
2021
Q1 		$657K Buy
39,792
+9,930
+33% +$156K 0.16% 101
2020
Q4 		$479K Buy
29,862
+3,822
+15% +$54.7K 0.12% 129
2020
Q3 		$350K Sell
26,040
-174
-0.7% -$2.31K 0.12% 109
2020
Q2 		$354K Buy
26,214
+3,732
+17% +$43.5K 0.12% 108
2020
Q1 		$229K Buy
22,482
+2,244
+11% +$27.3K 0.11% 116
2019
Q4 		$259K Buy
20,238
+114
+0.6% +$1.4K 0.1% 124
2019
Q3 		$238K Buy
20,124
+558
+3% +$6.58K 0.1% 125
2019
Q2 		$228K Sell
19,566
-144
-0.7% -$1.65K 0.1% 121
2019
Q1 		$222K Sell
19,710
-14,196
-42% -$154K 0.1% 110
2018
Q4 		$371K Buy
+33,906
New +$364K 0.17% 84

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
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

World Investment Advisors's SCHX Position: Q1 2026 in Review

World Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q1 2026, selling an estimated $1.31M and leaving 1,646,543 shares worth $42.2M. The position accounts for 0.68% of the portfolio, ranked #25.

World Investment Advisors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $45.6M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • World Investment Advisors held 1,646,543 shares of Schwab US Large- Cap ETF worth $42.2M as of Q1 2026.
  • World Investment Advisors sold 48,955 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.31M.
  • Schwab US Large- Cap ETF made up 0.68% of World Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • World Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Schwab US Large- Cap ETF position peaked at $45.6M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.