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American Investment Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Investment Services’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 		$2.51M Hold
85,125
– – 0.53% 45
2026
Q1 		$2.18M Sell
85,125
-453
-0.5% -$12.2K 0.49% 47
2025
Q4 		$2.3M Sell
85,578
-682
-0.8% -$18.2K 0.53% 43
2025
Q3 		$2.27M Buy
86,260
+249
+0.3% +$6.32K 0.55% 44
2025
Q2 		$2.1M Sell
86,011
-796
-0.9% -$18K 0.54% 45
2025
Q1 		$1.92M Sell
86,807
-1,996
-2% -$46.5K 0.34% 61
2024
Q4 		$2.06M Sell
88,803
-1,200
-1% -$28K 0.36% 56
2024
Q3 		$2.04M Sell
90,003
-219
-0.2% -$4.77K 0.34% 56
2024
Q2 		$1.93M Sell
90,222
-558
-0.6% -$11.5K 0.34% 59
2024
Q1 		$1.88M Hold
90,780
– – 0.33% 61
2023
Q4 		$1.71M Hold
90,780
– – 0.32% 61
2023
Q3 		$1.53M Hold
90,780
– – 0.33% 58
2023
Q2 		$1.58M Sell
90,780
-780
-0.9% -$12.9K 0.32% 61
2023
Q1 		$1.38M Hold
91,560
– – 0.28% 62
2022
Q4 		$1.38M Sell
91,560
-4,692
-5% -$71K 0.28% 62
2022
Q3 		$1.36M Hold
96,252
– – 0.32% 54
2022
Q2 		$1.43M Hold
96,252
– – 0.33% 50
2022
Q1 		$1.73M Sell
96,252
-2,160
-2% -$38.2K 0.38% 47
2021
Q4 		$1.87M Hold
98,412
– – 0.41% 48
2021
Q3 		$1.71M Sell
98,412
-4,806
-5% -$85.7K 0.38% 50
2021
Q2 		$1.79M Sell
103,218
-840
-0.8% -$14.2K 0.41% 46
2021
Q1 		$1.67M Buy
104,058
+180
+0.2% +$2.82K 0.45% 44
2020
Q4 		$1.57M Sell
103,878
-150
-0.1% -$2.15K 0.48% 39
2020
Q3 		$1.4M Hold
104,028
– – 0.47% 36
2020
Q2 		$1.28M Sell
104,028
-9,882
-9% -$115K 0.45% 35
2020
Q1 		$1.16M Buy
113,910
+23,592
+26% +$287K 0.45% 33
2019
Q4 		$1.16M Sell
90,318
-510
-0.6% -$6.25K 0.35% 44
2019
Q3 		$1.07M Hold
90,828
– – 0.34% 47
2019
Q2 		$1.06M Buy
90,828
+2,058
+2% +$23.6K 0.34% 47
2019
Q1 		$1M Buy
88,770
+1,710
+2% +$18.5K 0.32% 42
2018
Q4 		$866K Buy
87,060
+64,290
+282% +$690K 0.31% 54
2018
Q3 		$264K Hold
22,770
– – 0.09% 102
2018
Q2 		$247K Buy
+22,770
New +$246K 0.09% 103

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

American Investment Services's SCHX Position: Q2 2026 in Review

American Investment Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 85,125 shares worth $2.51M. The position accounts for 0.53% of the portfolio, ranked #45.

American Investment Services first reported a position in SCHX in Q2 2018 and has held it in 33 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • American Investment Services held 85,125 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
  • American Investment Services left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.53% of American Investment Services's portfolio in Q2 2026, its #45 holding.
  • American Investment Services first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.