BLB&B Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

BLB&B 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	$214K	Buy	+7,284	New	+$208K	0.01%	278
2025 Q4	–	Sell	-7,634	Closed	-$201K	–	285
2025 Q3	$201K	Buy	+7,634	New	+$194K	0.01%	272
2025 Q2	–	Sell	-10,634	Closed	-$235K	–	279
2025 Q1	$235K	Buy	+10,634	New	+$248K	0.01%	249
2024 Q4	–	Sell	-20,058	Closed	-$454K	–	285
2024 Q3	$454K	Buy	+20,058	New	+$437K	0.02%	181
2024 Q1	–	Sell	-25,110	Closed	-$472K	–	281
2023 Q4	$472K	Buy	25,110 +3,654	+17%	+$64.2K	0.03%	167
2023 Q3	$362K	Hold	21,456	–	–	0.03%	177
2023 Q2	$375K	Buy	+21,456	New	+$354K	0.03%	180

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

BLB&B Advisors's SCHX Position: Q2 2026 in Review

BLB&B Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,284 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: BLB&B Advisors previously reported a position in SCHX as recently as Q3 2025.

BLB&B Advisors first reported a position in SCHX in Q2 2023 and has held it in 7 quarters since. The position peaked at $472K in Q4 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

BLB&B Advisors held 7,284 shares of Schwab US Large- Cap ETF worth $214K as of Q2 2026.
Schwab US Large- Cap ETF was a new BLB&B Advisors position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #278 holding.
BLB&B Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 7 quarters since.
BLB&B Advisors's Schwab US Large- Cap ETF position peaked at $472K in Q4 2023.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.