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

AMI Investment Management’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 		$8.38M Sell
284,720
-4,928
-2% -$141K 1.78% 18
2026
Q1 		$7.43M Sell
289,648
-7,485
-3% -$201K 1.67% 17
2025
Q4 		$8M Sell
297,133
-2,752
-0.9% -$73.5K 1.8% 17
2025
Q3 		$7.9M Sell
299,885
-20,607
-6% -$523K 1.83% 14
2025
Q2 		$7.83M Sell
320,492
-11,939
-4% -$270K 2.02% 14
2025
Q1 		$7.34M Sell
332,431
-5,725
-2% -$133K 2.37% 12
2024
Q4 		$7.84M Sell
338,156
-39,349
-10% -$917K 2.55% 11
2024
Q3 		$8.54M Sell
377,505
-11,160
-3% -$243K 2.89% 10
2024
Q2 		$8.32M Sell
388,665
-7,689
-2% -$159K 2.9% 10
2024
Q1 		$8.2M Sell
396,354
-10,827
-3% -$213K 2.98% 9
2023
Q4 		$7.66M Sell
407,181
-16,941
-4% -$298K 3.1% 8
2023
Q3 		$7.15M Sell
424,122
-76,662
-15% -$1.34M 3.21% 8
2023
Q2 		$8.74M Sell
500,784
-10,140
-2% -$167K 3.88% 6
2023
Q1 		$8.24M Sell
510,924
-14,490
-3% -$228K 3.84% 6
2022
Q4 		$7.91M Sell
525,414
-2,847
-0.5% -$43.1K 3.99% 5
2022
Q3 		$7.46M Sell
528,261
-7,944
-1% -$125K 4.22% 5
2022
Q2 		$7.98M Sell
536,205
-4,914
-0.9% -$79.6K 4.03% 5
2022
Q1 		$9.71M Sell
541,119
-55,323
-9% -$979K 4.26% 5
2021
Q4 		$11.3M Sell
596,442
-9,210
-2% -$170K 4.56% 3
2021
Q3 		$10.5M Sell
605,652
-27,816
-4% -$496K 4.4% 3
2021
Q2 		$11M Buy
633,468
+2,340
+0.4% +$39.5K 4.35% 3
2021
Q1 		$10.1M Buy
631,128
+11,160
+2% +$175K 4.24% 3
2020
Q4 		$9.4M Sell
619,968
-54,222
-8% -$776K 4.15% 3
2020
Q3 		$9.06M Sell
674,190
-49,698
-7% -$660K 4.58% 3
2020
Q2 		$8.94M Sell
723,888
-92,514
-11% -$1.08M 4.76% 3
2020
Q1 		$8.33M Sell
816,402
-523,770
-39% -$6.36M 4.94% 2
2019
Q4 		$17.2M Buy
1,340,172
+39,804
+3% +$488K 7.35% 2
2019
Q3 		$15.4M Buy
1,300,368
+158,820
+14% +$1.87M 7.14% 2
2019
Q2 		$13.4M Sell
1,141,548
-18,906
-2% -$217K 6.81% 2
2019
Q1 		$13.1M Buy
1,160,454
+5,964
+0.5% +$64.6K 6.89% 2
2018
Q4 		$11.5M Sell
1,154,490
-16,398
-1% -$176K 6.78% 2
2018
Q3 		$13.6M Sell
1,170,888
-158,550
-12% -$1.8M 7.05% 2
2018
Q2 		$14.4M Buy
1,329,438
+253,698
+24% +$2.74M 7.62% 2
2018
Q1 		$11.3M Sell
1,075,740
-184,050
-15% -$2M 6.87% 2
2017
Q4 		$13.4M Sell
1,259,790
-51,726
-4% -$536K 8.02% 2
2017
Q3 		$13.1M Buy
1,311,516
+28,710
+2% +$282K 8.18% 2
2017
Q2 		$12.4M Sell
1,282,806
-79,950
-6% -$763K 8.01% 2
2017
Q1 		$12.8M Sell
1,362,756
-42,858
-3% -$396K 8.21% 2
2016
Q4 		$12.5M Sell
1,405,614
-62,232
-4% -$540K 8.28% 3
2016
Q3 		$12.6M Buy
1,467,846
+41,694
+3% +$358K 8.91% 2
2016
Q2 		$11.8M Buy
1,426,152
+6,666
+0.5% +$54.8K 8.75% 2
2016
Q1 		$11.6M Sell
1,419,486
-270
-0% -$2.08K 8.97% 2
2015
Q4 		$11.5M Buy
1,419,756
+539,436
+61% +$4.4M 9.06% 2
2015
Q3 		$6.71M Sell
880,320
-45,420
-5% -$367K 5.86% 4
2015
Q2 		$7.61M Buy
925,740
+161,040
+21% +$1.35M 6.3% 4
2015
Q1 		$6.32M Buy
764,700
+121,854
+19% +$1M 5.02% 6
2014
Q4 		$5.25M Buy
642,846
+24,396
+4% +$195K 4.28% 7
2014
Q3 		$4.84M Sell
618,450
-7,860
-1% -$61.9K 4.13% 7
2014
Q2 		$4.89M Buy
626,310
+14,730
+2% +$112K 4.2% 9
2014
Q1 		$4.56M Buy
611,580
+58,770
+11% +$430K 3.87% 11
2013
Q4 		$4.06M Buy
552,810
+99,060
+22% +$698K 3.53% 12
2013
Q3 		$3.04M Buy
453,750
+48,690
+12% +$325K 2.28% 14
2013
Q2 		$2.58M Buy
+405,060
New +$2.59M 2.36% 14

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

AMI Investment Management's SCHX Position: Q2 2026 in Review

AMI Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $141K and leaving 284,720 shares worth $8.38M. The position accounts for 1.78% of the portfolio, ranked #18.

AMI Investment Management first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.2M in Q4 2019. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AMI Investment Management held 284,720 shares of Schwab US Large- Cap ETF worth $8.38M as of Q2 2026.
  • AMI Investment Management sold 4,928 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $141K.
  • Schwab US Large- Cap ETF made up 1.78% of AMI Investment Management's portfolio in Q2 2026, its #18 holding.
  • AMI Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • AMI Investment Management's Schwab US Large- Cap ETF position peaked at $17.2M in Q4 2019.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.