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

Avior Wealth Management’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 		$2.91M Sell
98,998
-914
-0.9% -$26.1K 0.08% 208
2026
Q1 		$2.56M Sell
99,912
-10,272
-9% -$276K 0.07% 212
2025
Q4 		$2.97M Sell
110,184
-1,561
-1% -$41.7K 0.09% 164
2025
Q3 		$2.94M Sell
111,745
-4,226
-4% -$107K 0.09% 154
2025
Q2 		$2.83M Sell
115,971
-5,397
-4% -$122K 0.1% 151
2025
Q1 		$2.68M Sell
121,368
-6,436
-5% -$150K 0.1% 148
2024
Q4 		$2.96M Sell
127,804
-4,307
-3% -$100K 0.11% 144
2024
Q3 		$2.99M Sell
132,111
-8,142
-6% -$177K 0.12% 135
2024
Q2 		$3M Sell
140,253
-7,593
-5% -$157K 0.13% 137
2024
Q1 		$3.06M Buy
147,846
+7,140
+5% +$141K 0.14% 129
2023
Q4 		$2.65M Sell
140,706
-21,609
-13% -$379K 0.16% 116
2023
Q3 		$2.74M Sell
162,315
-3,342
-2% -$58.6K 0.19% 100
2023
Q2 		$2.89M Buy
165,657
+14,151
+9% +$234K 0.19% 102
2023
Q1 		$2.44M Sell
151,506
-11,844
-7% -$186K 0.17% 112
2022
Q4 		$2.46M Sell
163,350
-36,420
-18% -$551K 0.19% 107
2022
Q3 		$2.82M Sell
199,770
-23,016
-10% -$361K 0.23% 82
2022
Q2 		$3.32M Sell
222,786
-260,961
-54% -$4.23M 0.33% 62
2022
Q1 		$8.68M Sell
483,747
-12,981
-3% -$230K 0.75% 27
2021
Q4 		$9.42M Sell
496,728
-2,586
-0.5% -$47.8K 0.78% 27
2021
Q3 		$8.66M Sell
499,314
-24,168
-5% -$431K 0.71% 32
2021
Q2 		$9.07M Buy
523,482
+15,522
+3% +$262K 0.91% 26
2021
Q1 		$8.13M Sell
507,960
-4,194
-0.8% -$65.7K 0.87% 26
2020
Q4 		$7.76M Sell
512,154
-2,922
-0.6% -$41.8K 0.96% 24
2020
Q3 		$6.92M Sell
515,076
-9,114
-2% -$121K 0.99% 23
2020
Q2 		$6.47M Buy
524,190
+17,382
+3% +$203K 1.01% 25
2020
Q1 		$5.17M Buy
506,808
+68,346
+16% +$830K 1.02% 23
2019
Q4 		$5.61M Sell
438,462
-47,838
-10% -$586K 0.9% 29
2019
Q3 		$5.75M Buy
486,300
+20,952
+5% +$247K 1.01% 22
2019
Q2 		$5.44M Buy
465,348
+13,524
+3% +$155K 0.98% 26
2019
Q1 		$5.09M Buy
451,824
+13,236
+3% +$143K 1.08% 19
2018
Q4 		$4.36M Buy
438,588
+23,088
+6% +$248K 1.05% 20
2018
Q3 		$4.82M Sell
415,500
-32,766
-7% -$373K 1.03% 19
2018
Q2 		$4.86M Sell
448,266
-852
-0.2% -$9.19K 1.09% 18
2018
Q1 		$4.72M Sell
449,118
-12,810
-3% -$139K 1.09% 18
2017
Q4 		$4.91M Buy
461,928
+5,970
+1% +$61.8K 1.1% 18
2017
Q3 		$4.56M Buy
455,958
+4,590
+1% +$45.1K 1.5% 18
2017
Q2 		$4.35M Buy
451,368
+23,226
+5% +$222K 1.77% 15
2017
Q1 		$4.01M Buy
428,142
+7,698
+2% +$71.2K 1.34% 18
2016
Q4 		$3.73M Buy
420,444
+136,830
+48% +$1.19M 1.39% 16
2016
Q3 		$2.44M Buy
283,614
+36,834
+15% +$316K 0.96% 28
2016
Q2 		$2.05M Buy
246,780
+14,820
+6% +$122K 0.87% 32
2016
Q1 		$1.89M Sell
231,960
-5,370
-2% -$41.5K 0.84% 32
2015
Q4 		$1.92M Sell
237,330
-16,230
-6% -$132K 1.05% 24
2015
Q3 		$1.93M Sell
253,560
-1,722
-0.7% -$13.9K 1.13% 24
2015
Q2 		$2.1M Sell
255,282
-381,600
-60% -$3.2M 1.64% 21
2015
Q1 		$5.26M Sell
636,882
-28,788
-4% -$237K 4.06% 8
2014
Q4 		$5.44M Buy
665,670
+19,662
+3% +$157K 4.33% 7
2014
Q3 		$5.06M Buy
646,008
+25,368
+4% +$200K 4.3% 5
2014
Q2 		$4.84M Buy
620,640
+60,702
+11% +$460K 4.06% 8
2014
Q1 		$4.17M Buy
559,938
+7,254
+1% +$53.1K 3.49% 9
2013
Q4 		$4.06M Buy
+552,684
New +$3.89M 3.85% 9

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

Avior Wealth Management's SCHX Position: Q2 2026 in Review

Avior Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.91% in Q2 2026, selling an estimated $26.1K and leaving 98,998 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #208.

Avior Wealth Management first reported a position in SCHX in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.42M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Avior Wealth Management held 98,998 shares of Schwab US Large- Cap ETF worth $2.91M as of Q2 2026.
  • Avior Wealth Management sold 914 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab US Large- Cap ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Avior Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Avior Wealth Management's Schwab US Large- Cap ETF position peaked at $9.42M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.