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Arax Advisory Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Arax Advisory Partners’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 		$12.6M Buy
427,521
+353,668
+479% +$10.1M 0.08% 257
2026
Q1 		$1.89M Buy
73,853
+43,458
+143% +$1.17M 0.05% 285
2025
Q4 		$818K Buy
+30,395
New +$812K 0.02% 432
2025
Q3 		– Sell
-20,878
Closed -$510K – 4169
2025
Q2 		$510K Buy
20,878
+1,149
+6% +$26K 0.02% 389
2025
Q1 		$436K Buy
19,729
+4,403
+29% +$102K 0.03% 343
2024
Q4 		$355K Buy
15,326
+12,767
+499% +$298K 0.02% 364
2024
Q3 		$57.9K Buy
2,559
+1,509
+144% +$32.9K 0.01% 665
2024
Q2 		$22.5K Hold
1,050
– – ﹤0.01% 925
2024
Q1 		$21.7K Sell
1,050
-321
-23% -$6.32K ﹤0.01% 654
2023
Q4 		$25.8K Buy
1,371
+459
+50% +$8.06K ﹤0.01% 606
2023
Q3 		$15.4K Buy
+912
New +$16K ﹤0.01% 635
2023
Q2 		– Sell
-270
Closed -$4.35K – 1320
2023
Q1 		$4.35K Buy
270
+39
+17% +$614 ﹤0.01% 877
2022
Q4 		$3.48K Sell
231
-537
-70% -$8.13K ﹤0.01% 868
2022
Q3 		$11K Hold
768
– – ﹤0.01% 648
2022
Q2 		$11K Sell
768
-804
-51% -$13K ﹤0.01% 649
2022
Q1 		$28K Hold
1,572
– – ﹤0.01% 537
2021
Q4 		$30K Buy
1,572
+804
+105% +$14.9K ﹤0.01% 530
2021
Q3 		$13K Hold
768
– – ﹤0.01% 613
2021
Q2 		$13K Buy
+768
New +$13K ﹤0.01% 630
2020
Q4 		$12K Hold
768
– – ﹤0.01% 552
2020
Q3 		$10K Sell
768
-1,962
-72% -$26.1K ﹤0.01% 550
2020
Q2 		$34K Sell
2,730
-780
-22% -$9.09K 0.01% 417
2020
Q1 		$36K Buy
+3,510
New +$42.6K 0.01% 391

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

Arax Advisory Partners's SCHX Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 479% in Q2 2026, buying an estimated $10.1M and bringing the position to 427,521 shares worth $12.6M. The position accounts for 0.08% of the portfolio, ranked #257.

Arax Advisory Partners first reported a position in SCHX in Q1 2020 and has held it in 23 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Arax Advisory Partners held 427,521 shares of Schwab US Large- Cap ETF worth $12.6M as of Q2 2026.
  • Arax Advisory Partners bought 353,668 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $10.1M.
  • Schwab US Large- Cap ETF made up 0.08% of Arax Advisory Partners's portfolio in Q2 2026, its #257 holding.
  • Arax Advisory Partners first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.