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Almanack Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Almanack Investment Partners’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 		$17.1M Sell
581,404
-275,317
-32% -$7.86M 2.18% 7
2026
Q1 		$22M Sell
856,721
-284,948
-25% -$7.64M 3.71% 6
2025
Q4 		$30.7M Buy
1,141,669
+53
+0% +$1.42K 5.22% 4
2025
Q3 		$30.1M Sell
1,141,616
-38,511
-3% -$978K 4.65% 5
2025
Q2 		$28.8M Buy
1,180,127
+42,359
+4% +$958K 4.59% 3
2025
Q1 		$25.1M Sell
1,137,768
-16,185
-1% -$377K 4.98% 4
2024
Q4 		$26.7M Sell
1,153,953
-23,901
-2% -$557K 4.13% 4
2024
Q3 		$26.6M Sell
1,177,854
-32,403
-3% -$706K 4.19% 5
2024
Q2 		$25.9M Buy
1,210,257
+25,887
+2% +$535K 4.37% 4
2024
Q1 		$24.5M Buy
1,184,370
+476,268
+67% +$9.38M 4.17% 5
2023
Q4 		$13.3M Buy
708,102
+48,843
+7% +$858K 2.47% 7
2023
Q3 		$11.1M Buy
659,259
+5,487
+0.8% +$96.3K 2.15% 6
2023
Q2 		$11.4M Sell
653,772
-138,861
-18% -$2.29M 2% 10
2023
Q1 		$12.8M Sell
792,633
-63,822
-7% -$1M 2.52% 8
2022
Q4 		$12.9M Buy
+856,455
New +$13M 2.75% 7
2022
Q3 		– Sell
-2,062,503
Closed -$30.7M – 906
2022
Q2 		$30.7M Buy
2,062,503
+265,371
+15% +$4.3M 3.07% 6
2022
Q1 		$32.3M Sell
1,797,132
-524,760
-23% -$9.29M 2.8% 5
2021
Q4 		$44.1M Buy
2,321,892
+230,730
+11% +$4.26M 3.57% 7
2021
Q3 		$36.3M Buy
2,091,162
+747,192
+56% +$13.3M 3.19% 5
2021
Q2 		$23.3M Sell
1,343,970
-218,526
-14% -$3.69M 2.22% 7
2021
Q1 		$25M Sell
1,562,496
-49,386
-3% -$774K 2.54% 6
2020
Q4 		$24.4M Buy
1,611,882
+65,058
+4% +$931K 2.79% 5
2020
Q3 		$22M Buy
1,546,824
+181,908
+13% +$2.42M 2.7% 7
2020
Q2 		$16.9M Sell
1,364,916
-1,152,816
-46% -$13.4M 3.01% 7
2020
Q1 		$25.7M Buy
2,517,732
+289,548
+13% +$3.52M 5.52% 5
2019
Q4 		$28.5M Buy
2,228,184
+442,320
+25% +$5.42M 5.44% 3
2019
Q3 		$21.1M Buy
1,785,864
+337,212
+23% +$3.97M 4.09% 4
2019
Q2 		$17M Sell
1,448,652
-69,738
-5% -$801K 3.94% 5
2019
Q1 		$17.1M Sell
1,518,390
-680,556
-31% -$7.37M 4.84% 5
2018
Q4 		$21.9M Buy
2,198,946
+1,290,984
+142% +$13.9M 6.46% 2
2018
Q3 		$10.2M Buy
+907,962
New +$10.3M 2.68% 7

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

Almanack Investment Partners's SCHX Position: Q2 2026 in Review

Almanack Investment Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 32% in Q2 2026, selling an estimated $7.86M and leaving 581,404 shares worth $17.1M. The position accounts for 2.18% of the portfolio, ranked #7.

Almanack Investment Partners first reported a position in SCHX in Q3 2018 and has held it in 31 quarters since. The position peaked at $44.1M in Q4 2021. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Almanack Investment Partners held 581,404 shares of Schwab US Large- Cap ETF worth $17.1M as of Q2 2026.
  • Almanack Investment Partners sold 275,317 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.86M.
  • Schwab US Large- Cap ETF made up 2.18% of Almanack Investment Partners's portfolio in Q2 2026, its #7 holding.
  • Almanack Investment Partners first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Almanack Investment Partners's Schwab US Large- Cap ETF position peaked at $44.1M in Q4 2021.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.