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

Armbruster 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 		$4.08M Sell
138,755
-25,225
-15% -$720K 0.61% 31
2026
Q1 		$4.2M Buy
163,980
+29,100
+22% +$781K 0.69% 29
2025
Q4 		$3.63M Sell
134,880
-15
-0% -$401 0.61% 33
2025
Q3 		$3.55M Sell
134,895
-25
-0% -$635 0.6% 32
2025
Q2 		$3.3M Buy
134,920
+79,100
+142% +$1.79M 0.6% 33
2025
Q1 		$1.23M Buy
55,820
+11,955
+27% +$278K 0.25% 47
2024
Q4 		$1.02M Sell
43,865
-172
-0.4% -$4.01K 0.21% 52
2024
Q3 		$996K Buy
44,037
+26,571
+152% +$579K 0.2% 54
2024
Q2 		$374K Sell
17,466
-1,830
-9% -$37.8K 0.08% 90
2024
Q1 		$399K Sell
19,296
-555
-3% -$10.9K 0.08% 85
2023
Q4 		$373K Sell
19,851
-183
-0.9% -$3.21K 0.09% 84
2023
Q3 		$338K Hold
20,034
– – 0.09% 83
2023
Q2 		$350K Hold
20,034
– – 0.09% 84
2023
Q1 		$323K Sell
20,034
-165
-0.8% -$2.6K 0.08% 85
2022
Q4 		$304K Hold
20,199
– – 0.08% 83
2022
Q3 		$285K Hold
20,199
– – 0.08% 88
2022
Q2 		$301K Hold
20,199
– – 0.08% 90
2022
Q1 		$363K Sell
20,199
-3
-0% -$53 0.09% 95
2021
Q4 		$383K Sell
20,202
-150
-0.7% -$2.77K 0.09% 95
2021
Q3 		$353K Sell
20,352
-150
-0.7% -$2.67K 0.1% 70
2021
Q2 		$355K Sell
20,502
-510
-2% -$8.61K 0.1% 73
2021
Q1 		$336K Sell
21,012
-540
-3% -$8.46K 0.1% 71
2020
Q4 		$327K Sell
21,552
-258
-1% -$3.69K 0.11% 68
2020
Q3 		$293K Sell
21,810
-24,966
-53% -$332K 0.11% 66
2020
Q2 		$578K Buy
46,776
+672
+1% +$7.83K 0.23% 42
2020
Q1 		$471K Buy
46,104
+9,414
+26% +$114K 0.22% 44
2019
Q4 		$470K Sell
36,690
-150
-0.4% -$1.84K 0.18% 46
2019
Q3 		$436K Sell
36,840
-210
-0.6% -$2.48K 0.18% 45
2019
Q2 		$433K Sell
37,050
-2,940
-7% -$33.8K 0.18% 43
2019
Q1 		$451K Buy
39,990
+90
+0.2% +$975 0.2% 46
2018
Q4 		$397K Buy
39,900
+2,250
+6% +$24.1K 0.2% 46
2018
Q3 		$436K Sell
37,650
-900
-2% -$10.2K 0.19% 46
2018
Q2 		$418K Hold
38,550
– – 0.2% 46
2018
Q1 		$405K Sell
38,550
-900
-2% -$9.79K 0.19% 46
2017
Q4 		$419K Hold
39,450
– – 0.19% 42
2017
Q3 		$395K Hold
39,450
– – 0.2% 41
2017
Q2 		$380K Hold
39,450
– – 0.21% 42
2017
Q1 		$370K Sell
39,450
-5,970
-13% -$55.2K 0.21% 42
2016
Q4 		$403K Buy
45,420
+7,080
+18% +$61.5K 0.24% 42
2016
Q3 		$330K Buy
38,340
+8,100
+27% +$69.5K 0.2% 46
2016
Q2 		$251K Sell
30,240
-180
-0.6% -$1.48K 0.16% 52
2016
Q1 		$248K Buy
30,420
+510
+2% +$3.94K 0.17% 54
2015
Q4 		$242K Buy
+29,910
New +$244K 0.22% 55

Other funds holding SCHX

Wealth Enhancement Advisory Services
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
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Armbruster Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, selling an estimated $720K and leaving 138,755 shares worth $4.08M. The position accounts for 0.61% of the portfolio, ranked #31.

Armbruster Capital Management first reported a position in SCHX in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.2M in Q1 2026. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Armbruster Capital Management held 138,755 shares of Schwab US Large- Cap ETF worth $4.08M as of Q2 2026.
  • Armbruster Capital Management sold 25,225 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $720K.
  • Schwab US Large- Cap ETF made up 0.61% of Armbruster Capital Management's portfolio in Q2 2026, its #31 holding.
  • Armbruster Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's Schwab US Large- Cap ETF position peaked at $4.2M in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.