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Avion Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Avion Wealth’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 		$80K Sell
2,727
-1
-0% -$29 0.01% 188
2026
Q1 		$69K Hold
2,728
– – 0.01% 181
2025
Q4 		$73K Hold
2,728
– – 0.02% 172
2025
Q3 		$71K Hold
2,728
– – 0.02% 185
2025
Q2 		$66K Hold
2,728
– – 0.02% 180
2025
Q1 		$63K Hold
2,728
– – 0.02% 170
2024
Q4 		$63K Buy
2,728
+1
+0% +$23 0.02% 170
2024
Q3 		$61K Hold
2,727
– – 0.02% 161
2024
Q2 		$58K Sell
2,727
-186
-6% -$3.84K 0.02% 154
2024
Q1 		$61K Sell
2,913
-495
-15% -$9.74K 0.02% 152
2023
Q4 		$64K Sell
3,408
-12,630
-79% -$222K 0.02% 141
2023
Q3 		$270K Buy
16,038
+84
+0.5% +$1.47K 0.08% 58
2023
Q2 		$278K Hold
15,954
– – 0.07% 60
2023
Q1 		$240K Hold
15,954
– – 0.07% 60
2022
Q4 		$225K Hold
15,954
– – 0.07% 60
2022
Q3 		$225K Buy
15,954
+2,130
+15% +$33.4K 0.07% 60
2022
Q2 		$206K Buy
13,824
+10,500
+316% +$170K 0.06% 60
2022
Q1 		$60K Hold
3,324
– – 0.02% 118
2021
Q4 		$63K Hold
3,324
– – 0.02% 114
2021
Q3 		$58K Buy
3,324
+762
+30% +$13.6K 0.02% 117
2021
Q2 		$44K Hold
2,562
– – 0.01% 135
2021
Q1 		$41K Hold
2,562
– – 0.01% 129
2020
Q4 		$39K Hold
2,562
– – 0.01% 139
2020
Q3 		$34K Hold
2,562
– – 0.01% 109
2020
Q2 		$32K Hold
2,562
– – 0.01% 111
2020
Q1 		$26K Buy
+2,562
New +$31.1K 0.01% 114

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

Avion Wealth's SCHX Position: Q2 2026 in Review

Avion Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, selling an estimated $29 and leaving 2,727 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #188.

Avion Wealth first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. The position peaked at $278K in Q2 2023. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Avion Wealth held 2,727 shares of Schwab US Large- Cap ETF worth $80K as of Q2 2026.
  • Avion Wealth sold 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #188 holding.
  • Avion Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Schwab US Large- Cap ETF position peaked at $278K in Q2 2023.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.