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

Addison 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 Q2	$19.2K	Buy	+651	New	+$18.6K	0.01%	341
2025 Q4	–	Sell	-5,046	Closed	-$133K	–	933
2025 Q3	$133K	Buy	+5,046	New	+$128K	0.03%	278
2024 Q1	–	Sell	-903	Closed	-$17K	–	735
2023 Q4	$17K	Buy	903 +834	+1,209%	+$14.6K	0.01%	462
2023 Q3	$1.16K	Buy	69 +21	+44%	+$368	﹤0.01%	611
2023 Q2	$838	Sell	48 -150	-76%	-$2.48K	﹤0.01%	585
2023 Q1	$3.19K	Hold	198	–	–	﹤0.01%	534
2022 Q4	$2.98K	Buy	+198	New	+$3K	﹤0.01%	537
2022 Q2	–	Sell	-192	Closed	-$3K	–	760
2022 Q1	$3K	Buy	+192	New	+$3.4K	﹤0.01%	565

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Addison Advisors's SCHX Position: Q2 2026 in Review

Addison Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 651 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Addison Advisors previously reported a position in SCHX as recently as Q3 2025.

Addison Advisors first reported a position in SCHX in Q1 2022 and has held it in 8 quarters since. The position peaked at $133K in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Addison Advisors held 651 shares of Schwab US Large- Cap ETF worth $19.2K as of Q2 2026.
Schwab US Large- Cap ETF was a new Addison Advisors position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #341 holding.
Addison Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 8 quarters since.
Addison Advisors's Schwab US Large- Cap ETF position peaked at $133K in Q3 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.