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

Cabot 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 		$2.38M Sell
80,934
-3,218
-4% -$91.9K 0.24% 77
2026
Q1 		$2.16M Sell
84,152
-8,454
-9% -$227K 0.25% 73
2025
Q4 		$2.49M Sell
92,606
-6,853
-7% -$183K 0.28% 72
2025
Q3 		$2.62M Sell
99,459
-1,104
-1% -$28K 0.29% 72
2025
Q2 		$2.46M Sell
100,563
-1,560
-2% -$35.3K 0.29% 74
2025
Q1 		$2.25M Sell
102,123
-11,333
-10% -$264K 0.29% 75
2024
Q4 		$2.63M Sell
113,456
-1,225
-1% -$28.6K 0.33% 73
2024
Q3 		$2.59M Sell
114,681
-7,395
-6% -$161K 0.32% 73
2024
Q2 		$2.61M Sell
122,076
-4,392
-3% -$90.8K 0.34% 68
2024
Q1 		$2.62M Sell
126,468
-29,742
-19% -$586K 0.34% 65
2023
Q4 		$2.94M Sell
156,210
-15,855
-9% -$278K 0.41% 64
2023
Q3 		$2.9M Sell
172,065
-489
-0.3% -$8.58K 0.44% 56
2023
Q2 		$3.01M Sell
172,554
-5,280
-3% -$87.2K 0.45% 56
2023
Q1 		$2.87M Sell
177,834
-28,725
-14% -$452K 0.45% 58
2022
Q4 		$3.11M Sell
206,559
-80,091
-28% -$1.21M 0.52% 51
2022
Q3 		$4.05M Sell
286,650
-12,000
-4% -$188K 0.68% 47
2022
Q2 		$4.45M Sell
298,650
-32,556
-10% -$528K 0.71% 45
2022
Q1 		$5.95M Sell
331,206
-176,052
-35% -$3.12M 0.8% 44
2021
Q4 		$9.62M Sell
507,258
-180,138
-26% -$3.33M 1.22% 32
2021
Q3 		$11.9M Sell
687,396
-60,720
-8% -$1.08M 1.6% 22
2021
Q2 		$13M Sell
748,116
-21,192
-3% -$358K 1.73% 22
2021
Q1 		$12.3M Sell
769,308
-51,402
-6% -$805K 1.74% 22
2020
Q4 		$12.4M Sell
820,710
-246,384
-23% -$3.53M 1.91% 15
2020
Q3 		$14.3M Sell
1,067,094
-259,440
-20% -$3.45M 2.61% 5
2020
Q2 		$16.4M Sell
1,326,534
-165,858
-11% -$1.93M 3.27% 3
2020
Q1 		$15.2M Buy
1,492,392
+96,750
+7% +$1.18M 3.64% 3
2019
Q4 		$17.9M Sell
1,395,642
-3,762
-0.3% -$46.1K 3.45% 3
2019
Q3 		$16.5M Sell
1,399,404
-33,384
-2% -$393K 3.5% 2
2019
Q2 		$16.8M Sell
1,432,788
-41,028
-3% -$471K 3.54% 2
2019
Q1 		$16.6M Buy
1,473,816
+46,254
+3% +$501K 3.65% 2
2018
Q4 		$14.2M Sell
1,427,562
-29,676
-2% -$319K 3.47% 2
2018
Q3 		$16.9M Sell
1,457,238
-53,076
-4% -$603K 3.62% 3
2018
Q2 		$16.4M Buy
1,510,314
+80,046
+6% +$863K 3.65% 3
2018
Q1 		$15M Buy
1,430,268
+86,370
+6% +$939K 3.36% 3
2017
Q4 		$14.3M Buy
1,343,898
+1,266
+0.1% +$13.1K 3.09% 3
2017
Q3 		$13.4M Buy
1,342,632
+130,758
+11% +$1.28M 3.01% 3
2017
Q2 		$11.7M Buy
1,211,874
+101,628
+9% +$969K 2.71% 6
2017
Q1 		$10.4M Buy
1,110,246
+116,502
+12% +$1.08M 2.56% 6
2016
Q4 		$8.82M Buy
993,744
+150,516
+18% +$1.31M 2.39% 6
2016
Q3 		$7.25M Buy
843,228
+216,954
+35% +$1.86M 1.87% 13
2016
Q2 		$5.2M Buy
626,274
+22,632
+4% +$186K 1.37% 24
2016
Q1 		$4.91M Sell
603,642
-82,086
-12% -$634K 1.37% 28
2015
Q4 		$5.55M Buy
685,728
+2,304
+0.3% +$18.8K 1.42% 18
2015
Q3 		$5.21M Sell
683,424
-3,444
-0.5% -$27.9K 1.44% 21
2015
Q2 		$5.65M Sell
686,868
-209,706
-23% -$1.76M 1.37% 19
2015
Q1 		$7.41M Sell
896,574
-149,586
-14% -$1.23M 1.8% 8
2014
Q4 		$8.55M Buy
1,046,160
+163,008
+18% +$1.3M 2.11% 3
2014
Q3 		$6.92M Buy
883,152
+130,980
+17% +$1.03M 1.77% 9
2014
Q2 		$5.87M Buy
752,172
+74,646
+11% +$565K 1.47% 15
2014
Q1 		$5.05M Buy
677,526
+53,472
+9% +$392K 1.33% 17
2013
Q4 		$4.58M Buy
624,054
+283,524
+83% +$2M 1.2% 22
2013
Q3 		$2.28M Buy
+340,530
New +$2.27M 0.68% 76

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Cabot Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $91.9K and leaving 80,934 shares worth $2.38M. The position accounts for 0.24% of the portfolio, ranked #77.

Cabot Wealth Management first reported a position in SCHX in Q3 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q4 2019. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cabot Wealth Management held 80,934 shares of Schwab US Large- Cap ETF worth $2.38M as of Q2 2026.
  • Cabot Wealth Management sold 3,218 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $91.9K.
  • Schwab US Large- Cap ETF made up 0.24% of Cabot Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Cabot Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • Cabot Wealth Management's Schwab US Large- Cap ETF position peaked at $17.9M in Q4 2019.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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