Cadent Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cadent Capital 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	$553K	Buy	18,799 +9	+0%	+$257	0.11%	119
2026 Q1	$482K	Buy	18,790 +10	+0.1%	+$268	0.12%	107
2025 Q4	$505K	Buy	18,780 +10	+0.1%	+$267	0.13%	107
2025 Q3	$494K	Buy	18,770 +10	+0.1%	+$254	0.13%	114
2025 Q2	$458K	Buy	18,760 +10	+0.1%	+$226	0.15%	100
2025 Q1	$414K	Buy	18,750 +11	+0.1%	+$256	0.15%	88
2024 Q4	$434K	Buy	18,739 +10	+0.1%	+$233	0.15%	90
2024 Q3	$424K	Buy	18,729 +21	+0.1%	+$458	0.13%	90
2024 Q2	$401K	Hold	18,708	–	–	0.16%	82
2024 Q1	$387K	Buy	18,708 +3,408	+22%	+$67.1K	0.15%	76
2023 Q4	$288K	Hold	15,300	–	–	0.14%	86
2023 Q3	$258K	Hold	15,300	–	–	0.11%	100
2023 Q2	$267K	Buy	+15,300	New	+$253K	0.16%	98

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

Cadent Capital Advisors's SCHX Position: Q2 2026 in Review

Cadent Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q2 2026, buying an estimated $257 and bringing the position to 18,799 shares worth $553K. The position accounts for 0.11% of the portfolio, ranked #119.

Cadent Capital Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cadent Capital Advisors held 18,799 shares of Schwab US Large- Cap ETF worth $553K as of Q2 2026.
Cadent Capital Advisors bought 9 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $257.
Schwab US Large- Cap ETF made up 0.11% of Cadent Capital Advisors's portfolio in Q2 2026, its #119 holding.
Cadent Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.