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

Arcataur Capital 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 		$8.35M Sell
283,744
-3,156
-1% -$90.1K 2.07% 7
2026
Q1 		$7.36M Buy
286,900
+4,155
+1% +$111K 2.05% 7
2025
Q4 		$7.61M Sell
282,745
-2,968
-1% -$79.3K 2.18% 7
2025
Q3 		$7.53M Sell
285,713
-1,836
-0.6% -$46.6K 2.21% 7
2025
Q2 		$7.03M Sell
287,549
-2,535
-0.9% -$57.3K 2.2% 7
2025
Q1 		$6.41M Sell
290,084
-37
-0% -$861 2.18% 7
2024
Q4 		$6.73M Sell
290,121
-2,490
-0.9% -$58K 2.27% 7
2024
Q3 		$6.62M Sell
292,611
-3,495
-1% -$76.2K 2.24% 7
2024
Q2 		$6.34M Buy
296,106
+612
+0.2% +$12.6K 2.26% 8
2024
Q1 		$6.11M Sell
295,494
-7,926
-3% -$156K 2.2% 8
2023
Q4 		$5.7M Sell
303,420
-1,140
-0.4% -$20K 2.17% 8
2023
Q3 		$5.14M Buy
304,560
+1,200
+0.4% +$21.1K 2.15% 9
2023
Q2 		$5.3M Buy
+303,360
New +$5.01M 2.17% 8

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Arcataur Capital Management's SCHX Position: Q2 2026 in Review

Arcataur Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, selling an estimated $90.1K and leaving 283,744 shares worth $8.35M. The position accounts for 2.07% of the portfolio, ranked #7.

Arcataur Capital Management first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Arcataur Capital Management held 283,744 shares of Schwab US Large- Cap ETF worth $8.35M as of Q2 2026.
  • Arcataur Capital Management sold 3,156 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $90.1K.
  • Schwab US Large- Cap ETF made up 2.07% of Arcataur Capital Management's portfolio in Q2 2026, its #7 holding.
  • Arcataur Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.