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

American Capital Advisory’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 		$104K Buy
3,538
+775
+28% +$22.1K 0.04% 150
2026
Q1 		$70.8K Buy
2,763
+8
+0.3% +$215 0.03% 175
2025
Q4 		$74.1K Buy
2,755
+8
+0.3% +$214 0.03% 168
2025
Q3 		$72.4K Buy
2,747
+8
+0.3% +$203 0.03% 160
2025
Q2 		$66.9K Buy
2,739
+8
+0.3% +$181 0.03% 159
2025
Q1 		$60.3K Buy
2,731
+8
+0.3% +$186 0.03% 159
2024
Q4 		$63.1K Buy
2,723
+8
+0.3% +$186 0.04% 153
2024
Q3 		$61.4K Buy
2,715
+30
+1% +$654 0.04% 158
2024
Q2 		$50.5K Buy
2,685
+30
+1% +$620 0.04% 158
2024
Q1 		$42.8K Sell
2,655
-30
-1% -$591 0.04% 150
2023
Q4 		$50.5K Buy
+2,685
New +$47.2K 0.04% 158

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

American Capital Advisory's SCHX Position: Q2 2026 in Review

American Capital Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 28% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,538 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #150.

American Capital Advisory first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 721 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • American Capital Advisory held 3,538 shares of Schwab US Large- Cap ETF worth $104K as of Q2 2026.
  • American Capital Advisory bought 775 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $22.1K.
  • Schwab US Large- Cap ETF made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #150 holding.
  • American Capital Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.