ARK & TLK Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

ARK & TLK Investments’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	$868K	Hold	29,484	–	–	0.21%	61
2026 Q1	$756K	Sell	29,484 -822	-3%	-$22.1K	0.2%	60
2025 Q4	$816K	Hold	30,306	–	–	0.22%	56
2025 Q3	$798K	Sell	30,306 -123	-0.4%	-$3.12K	0.25%	55
2025 Q2	$744K	Hold	30,429	–	–	0.24%	55
2025 Q1	$672K	Sell	30,429 -390	-1%	-$9.08K	0.24%	54
2024 Q4	$714K	Hold	30,819	–	–	0.25%	52
2024 Q3	$697K	Sell	30,819 -165	-0.5%	-$3.6K	0.25%	51
2024 Q2	$664K	Sell	30,984 -18	-0.1%	-$372	0.25%	52
2024 Q1	$641K	Sell	31,002 -300	-1%	-$5.91K	0.25%	52
2023 Q4	$588K	Buy	+31,302	New	+$550K	0.24%	57

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

ARK & TLK Investments's SCHX Position: Q2 2026 in Review

ARK & TLK Investments held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 29,484 shares worth $868K. The position accounts for 0.21% of the portfolio, ranked #61.

ARK & TLK Investments first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

ARK & TLK Investments held 29,484 shares of Schwab US Large- Cap ETF worth $868K as of Q2 2026.
ARK & TLK Investments left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.21% of ARK & TLK Investments's portfolio in Q2 2026, its #61 holding.
ARK & TLK Investments first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.