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

WP 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 		$212K Buy
8,254
+25
+0.3% +$671 0.05% 115
2025
Q4 		$221K Buy
8,229
+24
+0.3% +$641 0.06% 110
2025
Q3 		$216K Buy
+8,205
New +$208K 0.05% 116

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

WP Advisors's SCHX Position: Q1 2026 in Review

WP Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q1 2026, buying an estimated $671 and bringing the position to 8,254 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #115.

WP Advisors first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • WP Advisors held 8,254 shares of Schwab US Large- Cap ETF worth $212K as of Q1 2026.
  • WP Advisors bought 25 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $671.
  • Schwab US Large- Cap ETF made up 0.05% of WP Advisors's portfolio in Q1 2026, its #115 holding.
  • WP Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • WP Advisors's Schwab US Large- Cap ETF position peaked at $221K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.