AO
SCHX icon

Advisor OS’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisor OS’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 		$220K Buy
+7,474
New +$213K 0.01% 535
2026
Q1 		– Sell
-9,650
Closed -$260K – 624
2025
Q4 		$260K Buy
9,650
+652
+7% +$17.4K 0.02% 414
2025
Q3 		$237K Buy
+8,998
New +$228K 0.02% 409

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Advisor OS's SCHX Position: Q2 2026 in Review

Advisor OS opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,474 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Advisor OS previously reported a position in SCHX as recently as Q4 2025.

Advisor OS first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $260K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Advisor OS held 7,474 shares of Schwab US Large- Cap ETF worth $220K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Advisor OS position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #535 holding.
  • Advisor OS first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Advisor OS's Schwab US Large- Cap ETF position peaked at $260K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.