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

Aviance Capital Partners’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 		$409K Buy
13,899
+851
+7% +$24.3K 0.04% 285
2026
Q1 		$335K Buy
13,048
+5
+0% +$134 0.04% 297
2025
Q4 		$351K Buy
13,043
+4
+0% +$107 0.04% 284
2025
Q3 		$343K Buy
13,039
+4
+0% +$102 0.04% 283
2025
Q2 		$319K Buy
13,035
+193
+2% +$4.36K 0.04% 281
2025
Q1 		$284K Buy
12,842
+2,146
+20% +$50K 0.04% 285
2024
Q4 		$248K Sell
10,696
-2,300
-18% -$53.6K 0.03% 284
2024
Q3 		$294K Buy
12,996
+3
+0% +$65 0.04% 271
2024
Q2 		$278K Sell
12,993
-6
-0% -$124 0.04% 275
2024
Q1 		$269K Buy
12,999
+2,136
+20% +$42K 0.04% 270
2023
Q4 		$204K Buy
+10,863
New +$191K 0.04% 239

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

Aviance Capital Partners's SCHX Position: Q2 2026 in Review

Aviance Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 6.5% in Q2 2026, buying an estimated $24.3K and bringing the position to 13,899 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #285.

Aviance Capital Partners first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aviance Capital Partners held 13,899 shares of Schwab US Large- Cap ETF worth $409K as of Q2 2026.
  • Aviance Capital Partners bought 851 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.3K.
  • Schwab US Large- Cap ETF made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #285 holding.
  • Aviance Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.