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Your Advocates Ltd’s Schwab US Large- Cap ETF SCHX Stock Holding History

Your Advocates Ltd’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 		$394K Buy
15,354
+3
+0% +$80 0.12% 22
2025
Q4 		$413K Sell
15,351
-1,577
-9% -$42.1K 0.13% 21
2025
Q3 		$446K Buy
16,928
+350
+2% +$8.89K 0.15% 22
2025
Q2 		$405K Sell
16,578
-13,004
-44% -$294K 0.15% 21
2025
Q1 		$653K Buy
29,582
+4,967
+20% +$116K 0.25% 17
2024
Q4 		$571K Sell
24,615
-2,661
-10% -$62K 0.23% 17
2024
Q3 		$617K Buy
27,276
+27
+0.1% +$588 0.24% 17
2024
Q2 		$584K Sell
27,249
-7,239
-21% -$150K 0.25% 18
2024
Q1 		$713K Sell
34,488
-6,465
-16% -$127K 0.3% 19
2023
Q4 		$770K Sell
40,953
-11,352
-22% -$199K 0.31% 18
2023
Q3 		$882K Sell
52,305
-1,208,232
-96% -$21.2M 0.53% 15
2023
Q2 		$22M Buy
1,260,537
+7,059
+0.6% +$117K 11.28% 3
2023
Q1 		$20.2M Buy
1,253,478
+991,134
+378% +$15.6M 11.09% 3
2022
Q4 		$3.95M Buy
262,344
+202,935
+342% +$3.07M 2.28% 12
2022
Q3 		$839K Sell
59,409
-14,175
-19% -$222K 0.5% 17
2022
Q2 		$1.09M Sell
73,584
-365,565
-83% -$5.92M 0.65% 15
2022
Q1 		$7.88M Sell
439,149
-42,069
-9% -$745K 4.47% 8
2021
Q4 		$9.13M Buy
481,218
+13,716
+3% +$253K 5.16% 7
2021
Q3 		$8.11M Buy
467,502
+7,998
+2% +$143K 5.25% 6
2021
Q2 		$7.96M Buy
459,504
+18,954
+4% +$320K 5.17% 6
2021
Q1 		$7.05M Buy
440,550
+4,116
+0.9% +$64.5K 5.21% 9
2020
Q4 		$6.62M Sell
436,434
-18,456
-4% -$264K 4.87% 10
2020
Q3 		$6.11M Buy
454,890
+258,558
+132% +$3.44M 4.8% 6
2020
Q2 		$2.53M Sell
196,332
-394,656
-67% -$4.6M 1.75% 11
2020
Q1 		$6.03M Buy
590,988
+41,118
+7% +$499K 5.21% 12
2019
Q4 		$7.04M Buy
+549,870
New +$6.74M 5.56% 9

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

Your Advocates Ltd's SCHX Position: Q1 2026 in Review

Your Advocates Ltd increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q1 2026, buying an estimated $80 and bringing the position to 15,354 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #22.

Your Advocates Ltd first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $22M in Q2 2023. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Your Advocates Ltd held 15,354 shares of Schwab US Large- Cap ETF worth $394K as of Q1 2026.
  • Your Advocates Ltd bought 3 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $80.
  • Schwab US Large- Cap ETF made up 0.12% of Your Advocates Ltd's portfolio in Q1 2026, its #22 holding.
  • Your Advocates Ltd first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Your Advocates Ltd's Schwab US Large- Cap ETF position peaked at $22M in Q2 2023.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.