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

Alley Investment Management Company’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	$1.33M	Sell	45,341 -131	-0.3%	-$3.74K	0.16%	64
2026 Q1	$1.17M	Sell	45,472 -2,886	-6%	-$77.4K	0.14%	63
2025 Q4	$1.3M	Sell	48,358 -2,667	-5%	-$71.2K	0.15%	65
2025 Q3	$1.34M	Sell	51,025 -242	-0.5%	-$6.14K	0.16%	65
2025 Q2	$1.25M	Sell	51,267 -3,947	-7%	-$89.2K	0.15%	64
2025 Q1	$1.22M	Sell	55,214 -1,375	-2%	-$32K	0.15%	63
2024 Q4	$1.31M	Sell	56,589 -741	-1%	-$17.3K	0.17%	64
2024 Q3	$1.3M	Sell	57,330 -1,155	-2%	-$25.2K	0.16%	64
2024 Q2	$1.25M	Buy	58,485 +252	+0.4%	+$5.21K	0.17%	64
2024 Q1	$1.2M	Sell	58,233 -141	-0.2%	-$2.78K	0.17%	63
2023 Q4	$1.1M	Sell	58,374 -5,214	-8%	-$91.6K	0.16%	64
2023 Q3	$1.07M	Buy	63,588 +30	+0%	+$526	0.18%	64
2023 Q2	$1.11M	Buy	63,558 +123	+0.2%	+$2.03K	0.18%	65
2023 Q1	$1.02M	Sell	63,435 -2,967	-4%	-$46.7K	0.17%	64
2022 Q4	$999K	Sell	66,402 -93	-0.1%	-$1.41K	0.17%	65
2022 Q3	$939K	Buy	66,495 +495	+0.8%	+$7.77K	0.19%	63
2022 Q2	$983K	Sell	66,000 -1,338	-2%	-$21.7K	0.19%	62
2022 Q1	$1.21M	Buy	+67,338	New	+$1.19M	0.2%	62

Other funds holding SCHX

HSA

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

SFG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Alley Investment Management Company's SCHX Position: Q2 2026 in Review

Alley Investment Management Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q2 2026, selling an estimated $3.74K and leaving 45,341 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #64.

Alley Investment Management Company first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Alley Investment Management Company held 45,341 shares of Schwab US Large- Cap ETF worth $1.33M as of Q2 2026.
Alley Investment Management Company sold 131 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.74K.
Schwab US Large- Cap ETF made up 0.16% of Alley Investment Management Company's portfolio in Q2 2026, its #64 holding.
Alley Investment Management Company first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's Schwab US Large- Cap ETF position peaked at $1.34M in Q3 2025.
1,196 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.