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Ascent Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ascent Group’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 		$823K Buy
27,977
+1,797
+7% +$51.3K 0.02% 435
2026
Q1 		$671K Sell
26,180
-319
-1% -$8.56K 0.02% 441
2025
Q4 		$713K Buy
26,499
+505
+2% +$13.5K 0.02% 431
2025
Q3 		$685K Sell
25,994
-17,380
-40% -$441K 0.02% 433
2025
Q2 		$1.06M Buy
43,374
+14,463
+50% +$327K 0.04% 322
2025
Q1 		$638K Buy
28,911
+470
+2% +$10.9K 0.03% 402
2024
Q4 		$659K Sell
28,441
-2,135
-7% -$49.8K 0.05% 331
2024
Q3 		$692K Buy
30,576
+171
+0.6% +$3.73K 0.05% 332
2024
Q2 		$651K Sell
30,405
-816
-3% -$16.9K 0.05% 322
2024
Q1 		$646K Buy
31,221
+1,452
+5% +$28.6K 0.06% 318
2023
Q4 		$590K Sell
29,769
-1,209
-4% -$21.2K 0.06% 317
2023
Q3 		$529K Sell
30,978
-276
-0.9% -$4.84K 0.06% 306
2023
Q2 		$553K Sell
31,254
-1,341
-4% -$22.1K 0.06% 301
2023
Q1 		$526K Sell
32,595
-12
-0% -$189 0.06% 307
2022
Q4 		$491K Buy
32,607
+672
+2% +$10.2K 0.06% 303
2022
Q3 		$486K Buy
31,935
+138
+0.4% +$2.17K 0.06% 292
2022
Q2 		$517K Sell
31,797
-4,458
-12% -$72.2K 0.06% 291
2022
Q1 		$651K Sell
36,255
-1,071
-3% -$19K 0.08% 267
2021
Q4 		$650K Buy
+37,326
New +$690K 0.08% 258

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

Ascent Group's SCHX Position: Q2 2026 in Review

Ascent Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6.9% in Q2 2026, buying an estimated $51.3K and bringing the position to 27,977 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #435.

Ascent Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ascent Group held 27,977 shares of Schwab US Large- Cap ETF worth $823K as of Q2 2026.
  • Ascent Group bought 1,797 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $51.3K.
  • Schwab US Large- Cap ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #435 holding.
  • Ascent Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's Schwab US Large- Cap ETF position peaked at $1.06M in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.