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

Advisors Capital Management’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 		$491K Sell
16,673
-298
-2% -$8.51K 0.01% 439
2026
Q1 		$435K Buy
16,971
+1,271
+8% +$34.1K 0.01% 418
2025
Q4 		$422K Buy
15,700
+976
+7% +$26.1K 0.01% 432
2025
Q3 		$388K Buy
14,724
+212
+1% +$5.38K ﹤0.01% 437
2025
Q2 		$355K Buy
14,512
+4,792
+49% +$108K ﹤0.01% 422
2025
Q1 		$215K Sell
9,720
-214
-2% -$4.98K ﹤0.01% 491
2024
Q4 		$230K Buy
9,934
+214
+2% +$4.99K ﹤0.01% 483
2024
Q3 		$220K Sell
9,720
-8,883
-48% -$194K ﹤0.01% 472
2024
Q2 		$398K Buy
18,603
+1,227
+7% +$25.4K 0.01% 384
2024
Q1 		$359K Buy
+17,376
New +$342K 0.01% 395
2022
Q4 		– Sell
-52,749
Closed -$822K – 461
2022
Q3 		$822K Buy
+52,749
New +$828K 0.02% 266

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

Advisors Capital Management's SCHX Position: Q2 2026 in Review

Advisors Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $8.51K and leaving 16,673 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #439.

Advisors Capital Management first reported a position in SCHX in Q3 2022 and has held it in 11 quarters since. The position peaked at $822K in Q3 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Advisors Capital Management held 16,673 shares of Schwab US Large- Cap ETF worth $491K as of Q2 2026.
  • Advisors Capital Management sold 298 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.51K.
  • Schwab US Large- Cap ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #439 holding.
  • Advisors Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 11 quarters since.
  • Advisors Capital Management's Schwab US Large- Cap ETF position peaked at $822K in Q3 2022.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.