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Accredited Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Accredited Investors’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
Q2 		$472K Buy
16,042
+5,472
+52% +$156K 0.02% 184
2026
Q1 		$271K Buy
10,570
+7
+0.1% +$188 0.01% 234
2025
Q4 		$284K Buy
10,563
+6
+0.1% +$160 0.02% 229
2025
Q3 		$278K Buy
10,557
+7
+0.1% +$178 0.02% 212
2025
Q2 		$258K Buy
10,550
+7
+0.1% +$158 0.02% 210
2025
Q1 		$233K Buy
10,543
+7
+0.1% +$163 0.01% 213
2024
Q4 		$244K Buy
10,536
+6
+0.1% +$140 0.01% 200
2024
Q3 		$238K Buy
10,530
+15
+0.1% +$327 0.01% 203
2024
Q2 		$225K Hold
10,515
– – 0.01% 198
2024
Q1 		$218K Buy
+10,515
New +$207K 0.01% 195
2023
Q4 		– Sell
-13,569
Closed -$229K – 199
2023
Q3 		$229K Buy
13,569
+81
+0.6% +$1.42K 0.02% 167
2023
Q2 		$235K Buy
+13,488
New +$223K 0.02% 172

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Accredited Investors's SCHX Position: Q2 2026 in Review

Accredited Investors increased its Schwab US Large- Cap ETF (SCHX) stake by 52% in Q2 2026, buying an estimated $156K and bringing the position to 16,042 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #184.

Accredited Investors first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Accredited Investors held 16,042 shares of Schwab US Large- Cap ETF worth $472K as of Q2 2026.
  • Accredited Investors bought 5,472 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $156K.
  • Schwab US Large- Cap ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #184 holding.
  • Accredited Investors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.