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AssuredPartners Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

AssuredPartners Investment Advisors’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 		$1.67M Buy
56,834
+195
+0.3% +$5.57K 0.16% 147
2026
Q1 		$1.47M Buy
56,639
+209
+0.4% +$5.61K 0.16% 145
2025
Q4 		$1.52M Buy
56,430
+43,725
+344% +$1.17M 0.23% 106
2025
Q3 		$335K Sell
12,705
-5,994
-32% -$152K 0.07% 193
2025
Q2 		$457K Sell
18,699
-42,907
-70% -$970K 0.11% 145
2025
Q1 		$1.36M Buy
61,606
+9,894
+19% +$230K 0.26% 102
2024
Q4 		$1.2M Buy
+51,712
New +$1.21M 0.23% 105

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

AssuredPartners Investment Advisors's SCHX Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.34% in Q2 2026, buying an estimated $5.57K and bringing the position to 56,834 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #147.

AssuredPartners Investment Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AssuredPartners Investment Advisors held 56,834 shares of Schwab US Large- Cap ETF worth $1.67M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 195 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.57K.
  • Schwab US Large- Cap ETF made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • AssuredPartners Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.