Brown, Lisle/Cummings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brown, Lisle/Cummings’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	$3.44K	Hold	117	–	–	﹤0.01%	754
2026 Q1	$3K	Hold	117	–	–	﹤0.01%	747
2025 Q4	$3.15K	Hold	117	–	–	﹤0.01%	599
2025 Q3	$3.08K	Hold	117	–	–	﹤0.01%	610
2025 Q2	$2.86K	Hold	117	–	–	﹤0.01%	618
2025 Q1	$2.58K	Hold	117	–	–	﹤0.01%	625
2024 Q4	$2.71K	Hold	117	–	–	﹤0.01%	586
2024 Q3	$2.65K	Hold	117	–	–	﹤0.01%	561
2024 Q2	$2.51K	Hold	117	–	–	﹤0.01%	551
2024 Q1	$2.42K	Hold	117	–	–	﹤0.01%	517
2023 Q4	$2.2K	Hold	117	–	–	﹤0.01%	534
2023 Q3	$1.97K	Hold	117	–	–	﹤0.01%	512
2023 Q2	$2.04K	Hold	117	–	–	﹤0.01%	518
2023 Q1	$1.89K	Hold	117	–	–	﹤0.01%	496
2022 Q4	$1.76K	Hold	117	–	–	﹤0.01%	484
2022 Q3	$1.65K	Buy	+117	New	+$1.84K	﹤0.01%	476

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

Brown, Lisle/Cummings's SCHX Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 117 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Brown, Lisle/Cummings first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Brown, Lisle/Cummings held 117 shares of Schwab US Large- Cap ETF worth $3.44K as of Q2 2026.
Brown, Lisle/Cummings left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #754 holding.
Brown, Lisle/Cummings first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.