Bay Colony Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bay Colony 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	$362K	Sell	12,295 -74	-0.6%	-$2.11K	0.04%	334
2026 Q1	$317K	Buy	12,369 +2	+0%	+$54	0.04%	377
2025 Q4	$333K	Buy	12,367 +1	+0%	+$27	0.04%	367
2025 Q3	$326K	Buy	12,366 +76	+0.6%	+$1.93K	0.04%	375
2025 Q2	$300K	Buy	12,290 +1,574	+15%	+$35.6K	0.04%	346
2025 Q1	$235K	Hold	10,716	–	–	0.04%	380
2024 Q4	$248K	Hold	10,716	–	–	0.04%	376
2024 Q3	$242K	Buy	10,716 +3	+0%	+$65	0.04%	363
2024 Q2	$229K	Hold	10,713	–	–	0.04%	362
2024 Q1	$222K	Buy	10,713 +3	+0%	+$59	0.04%	353
2023 Q4	$201K	Buy	+10,710	New	+$188K	0.04%	356

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bay Colony Advisors's SCHX Position: Q2 2026 in Review

Bay Colony Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.6% in Q2 2026, selling an estimated $2.11K and leaving 12,295 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #334.

Bay Colony Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Bay Colony Advisors held 12,295 shares of Schwab US Large- Cap ETF worth $362K as of Q2 2026.
Bay Colony Advisors sold 74 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.11K.
Schwab US Large- Cap ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #334 holding.
Bay Colony Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.