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

Avant Capital’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 		$1.99M Buy
67,661
+1,642
+2% +$46.9K 1.25% 25
2026
Q1 		$1.69M Sell
66,019
-2,414
-4% -$64.8K 1.19% 26
2025
Q4 		$1.84M Buy
68,433
+109
+0.2% +$2.91K 1.26% 25
2025
Q3 		$1.8M Buy
68,324
+173
+0.3% +$4.39K 1.27% 25
2025
Q2 		$1.67M Sell
68,151
-1,255
-2% -$28.4K 1.29% 25
2025
Q1 		$1.53M Buy
69,406
+998
+1% +$23.2K 1.27% 24
2024
Q4 		$1.59M Buy
+68,408
New +$1.59M 1.32% 25
2023
Q3 		$1.14M Buy
67,689
+705
+1% +$12.4K 1.31% 24
2023
Q2 		$1.17M Buy
66,984
+558
+0.8% +$9.21K 1.29% 24
2023
Q1 		$1.07M Sell
66,426
-1,674
-2% -$26.3K 1.24% 27
2022
Q4 		$1.02M Sell
68,100
-1,689
-2% -$25.6K 1.26% 27
2022
Q3 		$985K Buy
69,789
+4,923
+8% +$77.2K 1.33% 26
2022
Q2 		$966K Sell
64,866
-2,346
-3% -$38K 1.25% 27
2022
Q1 		$1.21M Buy
67,212
+150
+0.2% +$2.65K 1.35% 25
2021
Q4 		$1.27M Buy
+67,062
New +$1.24M 1.4% 24

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

Avant Capital's SCHX Position: Q2 2026 in Review

Avant Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q2 2026, buying an estimated $46.9K and bringing the position to 67,661 shares worth $1.99M. The position accounts for 1.25% of the portfolio, ranked #25.

Avant Capital first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Avant Capital held 67,661 shares of Schwab US Large- Cap ETF worth $1.99M as of Q2 2026.
  • Avant Capital bought 1,642 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $46.9K.
  • Schwab US Large- Cap ETF made up 1.25% of Avant Capital's portfolio in Q2 2026, its #25 holding.
  • Avant Capital first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.