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Advisory Alpha’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisory Alpha’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 		$400K Sell
13,578
-823
-6% -$23.5K 0.01% 418
2026
Q1 		$369K Sell
14,401
-1,543
-10% -$41.4K 0.01% 398
2025
Q4 		$429K Buy
15,944
+3,766
+31% +$101K 0.01% 333
2025
Q3 		$323K Sell
12,178
-1,945
-14% -$49.4K 0.01% 397
2025
Q2 		$345K Buy
14,123
+3,886
+38% +$87.9K 0.01% 336
2025
Q1 		$226K Buy
+10,237
New +$238K 0.01% 416
2022
Q3 		– Sell
-26,325
Closed -$392K – 261
2022
Q2 		$392K Sell
26,325
-11,181
-30% -$181K 0.03% 179
2022
Q1 		$673K Sell
37,506
-3,006
-7% -$53.2K 0.04% 143
2021
Q4 		$769K Sell
40,512
-105,492
-72% -$1.95M 0.04% 139
2021
Q3 		$2.53M Buy
+146,004
New +$2.6M 0.17% 64
2020
Q4 		– Sell
-2,730
Closed -$37K – 548
2020
Q3 		$37K Sell
2,730
-237,264
-99% -$3.15M 0.01% 237
2020
Q2 		$2.97M Sell
239,994
-46,044
-16% -$537K 0.66% 22
2020
Q1 		$2.94M Sell
286,038
-989,370
-78% -$12M 0.83% 17
2019
Q4 		$16.6M Buy
1,275,408
+207,258
+19% +$2.54M 4.03% 8
2019
Q3 		$12.4M Buy
1,068,150
+222,990
+26% +$2.63M 3.68% 8
2019
Q2 		$9.98M Buy
845,160
+57,162
+7% +$657K 3.33% 9
2019
Q1 		$8.98M Buy
787,998
+236,142
+43% +$2.56M 3.25% 9
2018
Q4 		$5.96M Sell
551,856
-224,388
-29% -$2.41M 2.81% 10
2018
Q3 		$8.36M Buy
776,244
+16,344
+2% +$186K 2.12% 18
2018
Q2 		$8.46M Buy
759,900
+472,968
+165% +$5.1M 2.12% 17
2018
Q1 		$3.04M Buy
286,932
+146,682
+105% +$1.6M 1.06% 28
2017
Q4 		$1.57M Buy
140,250
+98,514
+236% +$1.02M 0.51% 59
2017
Q3 		$430K Buy
41,736
+15,756
+61% +$155K 0.12% 91
2017
Q2 		$256K Buy
25,980
+23,478
+938% +$224K 0.07% 101
2017
Q1 		$23K Buy
+2,502
New +$23.1K 0.01% 132
2016
Q4 		– Sell
-68,982
Closed -$593K – 127
2016
Q3 		$593K Buy
68,982
+64,818
+1,557% +$556K 0.25% 42
2016
Q2 		$35K Buy
+4,164
New +$34.2K 0.02% 57

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

Advisory Alpha's SCHX Position: Q2 2026 in Review

Advisory Alpha reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q2 2026, selling an estimated $23.5K and leaving 13,578 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #418.

Advisory Alpha first reported a position in SCHX in Q2 2016 and has held it in 27 quarters since. The position peaked at $16.6M in Q4 2019. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Advisory Alpha held 13,578 shares of Schwab US Large- Cap ETF worth $400K as of Q2 2026.
  • Advisory Alpha sold 823 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $23.5K.
  • Schwab US Large- Cap ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #418 holding.
  • Advisory Alpha first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 27 quarters since.
  • Advisory Alpha's Schwab US Large- Cap ETF position peaked at $16.6M in Q4 2019.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.