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

Apella Capital’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	$3.15M	Sell	106,904 -5,776	-5%	-$165K	0.04%	215
2026 Q1	$3.15M	Buy	112,680 +5,748	+5%	+$154K	0.05%	210
2025 Q4	$2.88M	Buy	106,932 +18,499	+21%	+$494K	0.06%	172
2025 Q3	$2.31M	Buy	88,433 +78,134	+759%	+$1.98M	0.05%	174
2025 Q2	$253K	Hold	10,299	–	–	0.01%	379
2025 Q1	$221K	Hold	10,299	–	–	0.01%	365
2024 Q4	$239K	Hold	10,299	–	–	0.01%	312
2024 Q3	$231K	Sell	10,299 -1,026	-9%	-$22.4K	0.01%	302
2024 Q2	$247K	Buy	+11,325	New	+$234K	0.01%	280
2024 Q1	–	Sell	-11,082	Closed	-$205K	–	301
2023 Q4	$205K	Buy	+11,082	New	+$195K	0.01%	280

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Apella Capital's SCHX Position: Q2 2026 in Review

Apella Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q2 2026, selling an estimated $165K and leaving 106,904 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #215.

Apella Capital first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.15M in Q1 2026. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Apella Capital held 106,904 shares of Schwab US Large- Cap ETF worth $3.15M as of Q2 2026.
Apella Capital sold 5,776 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $165K.
Schwab US Large- Cap ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #215 holding.
Apella Capital first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Apella Capital's Schwab US Large- Cap ETF position peaked at $3.15M in Q1 2026.
415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.