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

Ancora 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 		$24.8M Sell
842,583
-43,217
-5% -$1.23M 0.48% 44
2026
Q1 		$22.7M Sell
885,800
-18,276
-2% -$490K 0.48% 40
2025
Q4 		$24.3M Sell
904,076
-29,401
-3% -$785K 0.5% 42
2025
Q3 		$24.6M Sell
933,477
-1,884
-0.2% -$47.8K 0.49% 41
2025
Q2 		$22.9M Buy
935,361
+83,755
+10% +$1.89M 0.47% 44
2025
Q1 		$18.8M Sell
851,606
-3,208
-0.4% -$74.7K 0.42% 46
2024
Q4 		$19.8M Sell
854,814
-19,131
-2% -$446K 0.44% 44
2024
Q3 		$19.8M Sell
873,945
-14,268
-2% -$311K 0.45% 45
2024
Q2 		$19M Sell
888,213
-16,860
-2% -$348K 0.47% 40
2024
Q1 		$18.7M Sell
905,073
-28,905
-3% -$569K 0.43% 44
2023
Q4 		$17.6M Sell
933,978
-201,030
-18% -$3.53M 0.41% 43
2023
Q3 		$19.1M Sell
1,135,008
-13,692
-1% -$240K 0.51% 41
2023
Q2 		$20.1M Sell
1,148,700
-34,383
-3% -$568K 0.53% 38
2023
Q1 		$19.1M Sell
1,183,083
-93,456
-7% -$1.47M 0.54% 37
2022
Q4 		$19.2M Sell
1,276,539
-414,207
-24% -$6.27M 0.55% 38
2022
Q3 		$23.9M Sell
1,690,746
-60,771
-3% -$953K 0.74% 33
2022
Q2 		$26.1M Sell
1,751,517
-22,875
-1% -$371K 0.73% 28
2022
Q1 		$31.9M Sell
1,774,392
-47,706
-3% -$845K 0.77% 26
2021
Q4 		$34.6M Sell
1,822,098
-128,442
-7% -$2.37M 0.82% 23
2021
Q3 		$33.8M Sell
1,950,540
-148,704
-7% -$2.65M 0.87% 18
2021
Q2 		$36.4M Sell
2,099,244
-70,554
-3% -$1.19M 0.95% 15
2021
Q1 		$34.7M Buy
2,169,798
+1,698
+0.1% +$26.6K 0.96% 14
2020
Q4 		$32.9M Sell
2,168,100
-11,472
-0.5% -$164K 1.06% 13
2020
Q3 		$29.3M Sell
2,179,572
-159,636
-7% -$2.12M 1.16% 10
2020
Q2 		$28.9M Sell
2,339,208
-34,710
-1% -$405K 1.21% 10
2020
Q1 		$24.2M Buy
2,373,918
+309,960
+15% +$3.76M 1.12% 10
2019
Q4 		$26.4M Buy
2,063,958
+31,428
+2% +$385K 0.98% 16
2019
Q3 		$24M Buy
2,032,530
+71,934
+4% +$848K 1.05% 14
2019
Q2 		$22.9M Sell
1,960,596
-190,326
-9% -$2.19M 1.03% 13
2019
Q1 		$24.2M Buy
2,150,922
+115,296
+6% +$1.25M 1.1% 7
2018
Q4 		$20.3M Buy
2,035,626
+173,580
+9% +$1.86M 0.97% 14
2018
Q3 		$21.6M Buy
1,862,046
+104,760
+6% +$1.19M 0.83% 14
2018
Q2 		$19M Sell
1,757,286
-10,956
-0.6% -$118K 0.83% 18
2018
Q1 		$18.6M Buy
1,768,242
+201,312
+13% +$2.19M 0.84% 16
2017
Q4 		$16.7M Buy
1,566,930
+142,560
+10% +$1.48M 0.89% 21
2017
Q3 		$14.3M Buy
1,424,370
+189,336
+15% +$1.86M 0.83% 19
2017
Q2 		$11.9M Buy
1,235,034
+369,612
+43% +$3.53M 0.77% 22
2017
Q1 		$8.12M Buy
865,422
+109,188
+14% +$1.01M 0.55% 44
2016
Q4 		$6.71M Buy
+756,234
New +$6.57M 0.49% 43

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

Ancora Advisors's SCHX Position: Q2 2026 in Review

Ancora Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.9% in Q2 2026, selling an estimated $1.23M and leaving 842,583 shares worth $24.8M. The position accounts for 0.48% of the portfolio, ranked #44.

Ancora Advisors first reported a position in SCHX in Q4 2016 and has held it in 39 quarters since. The position peaked at $36.4M in Q2 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ancora Advisors held 842,583 shares of Schwab US Large- Cap ETF worth $24.8M as of Q2 2026.
  • Ancora Advisors sold 43,217 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.23M.
  • Schwab US Large- Cap ETF made up 0.48% of Ancora Advisors's portfolio in Q2 2026, its #44 holding.
  • Ancora Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Ancora Advisors's Schwab US Large- Cap ETF position peaked at $36.4M in Q2 2021.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.