Alternative Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alternative Investment Advisors’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	$1.02M	Sell	34,605 -1,922	-5%	-$54.9K	0.39%	23
2026 Q1	$937K	Sell	36,527 -2,765	-7%	-$74.2K	0.41%	26
2025 Q4	$1.06M	Sell	39,292 -438	-1%	-$11.7K	0.46%	23
2025 Q3	$1.05M	Buy	39,730 +2,844	+8%	+$72.2K	0.48%	24
2025 Q2	$901K	Sell	36,886 -1,135	-3%	-$25.7K	0.45%	28
2025 Q1	$839K	Sell	38,021 -1,131	-3%	-$26.3K	0.44%	28
2024 Q4	$908K	Sell	39,152 -5,536	-12%	-$129K	0.47%	29
2024 Q3	$1.01M	Sell	44,688 -3,942	-8%	-$85.9K	0.53%	28
2024 Q2	$1.04M	Sell	48,630 -3,969	-8%	-$82K	0.6%	24
2024 Q1	$1.09M	Sell	52,599 -1,656	-3%	-$32.6K	0.65%	27
2023 Q4	$1.02M	Sell	54,255 -5,373	-9%	-$94.4K	0.66%	28
2023 Q3	$1.01M	Buy	+59,628	New	+$1.05M	0.7%	35

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Alternative Investment Advisors's SCHX Position: Q2 2026 in Review

Alternative Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q2 2026, selling an estimated $54.9K and leaving 34,605 shares worth $1.02M. The position accounts for 0.39% of the portfolio, ranked #23.

Alternative Investment Advisors first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Alternative Investment Advisors held 34,605 shares of Schwab US Large- Cap ETF worth $1.02M as of Q2 2026.
Alternative Investment Advisors sold 1,922 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.9K.
Schwab US Large- Cap ETF made up 0.39% of Alternative Investment Advisors's portfolio in Q2 2026, its #23 holding.
Alternative Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
Alternative Investment Advisors's Schwab US Large- Cap ETF position peaked at $1.09M in Q1 2024.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.