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Advyzon Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advyzon Investment 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 		$278K Sell
9,457
-3,872
-29% -$111K 0.02% 636
2026
Q1 		$342K Buy
13,329
+152
+1% +$4.08K 0.03% 487
2025
Q4 		$355K Buy
+13,177
New +$352K 0.04% 401

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

Advyzon Investment Management's SCHX Position: Q2 2026 in Review

Advyzon Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q2 2026, selling an estimated $111K and leaving 9,457 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #636.

Advyzon Investment Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Advyzon Investment Management held 9,457 shares of Schwab US Large- Cap ETF worth $278K as of Q2 2026.
  • Advyzon Investment Management sold 3,872 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $111K.
  • Schwab US Large- Cap ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #636 holding.
  • Advyzon Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Schwab US Large- Cap ETF position peaked at $355K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.