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Aspiring Ventures’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aspiring Ventures’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 		$3.19M Buy
108,310
+27,050
+33% +$772K 0.78% 15
2026
Q1 		$2.08M Sell
81,260
-4,989
-6% -$134K 0.63% 20
2025
Q4 		$2.32M Sell
86,249
-13,949
-14% -$373K 0.79% 19
2025
Q3 		$2.64M Sell
100,198
-4,420
-4% -$112K 0.9% 14
2025
Q2 		$2.56M Buy
104,618
+13,000
+14% +$294K 1.13% 12
2025
Q1 		$2.03M Buy
91,618
+4,702
+5% +$109K 1.13% 12
2024
Q4 		$2.06M Buy
+86,916
New +$2.03M 1.3% 9

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

Aspiring Ventures's SCHX Position: Q2 2026 in Review

Aspiring Ventures increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $772K and bringing the position to 108,310 shares worth $3.19M. The position accounts for 0.78% of the portfolio, ranked #15.

Aspiring Ventures first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aspiring Ventures held 108,310 shares of Schwab US Large- Cap ETF worth $3.19M as of Q2 2026.
  • Aspiring Ventures bought 27,050 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $772K.
  • Schwab US Large- Cap ETF made up 0.78% of Aspiring Ventures's portfolio in Q2 2026, its #15 holding.
  • Aspiring Ventures first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.