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

Aventus 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 		$470K Sell
15,985
-289
-2% -$8.25K 0.34% 33
2026
Q1 		$417K Sell
16,274
-359
-2% -$9.63K 0.35% 30
2025
Q4 		$448K Sell
16,633
-54
-0.3% -$1.44K 0.36% 31
2025
Q3 		$440K Buy
16,687
+23
+0.1% +$584 0.37% 32
2025
Q2 		$407K Buy
+16,664
New +$377K 0.37% 32

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

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

Aventus Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $8.25K and leaving 15,985 shares worth $470K. The position accounts for 0.34% of the portfolio, ranked #33.

Aventus Investment Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aventus Investment Advisors held 15,985 shares of Schwab US Large- Cap ETF worth $470K as of Q2 2026.
  • Aventus Investment Advisors sold 289 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.25K.
  • Schwab US Large- Cap ETF made up 0.34% of Aventus Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Aventus Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.