CFA
SCHX icon

Cahill Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cahill Financial 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 		$7.79M Sell
264,708
-4,775
-2% -$136K 0.75% 25
2026
Q1 		$6.91M Sell
269,483
-31,315
-10% -$840K 0.75% 25
2025
Q4 		$8.09M Sell
300,798
-18,437
-6% -$492K 0.89% 23
2025
Q3 		$8.41M Sell
319,235
-29,630
-8% -$752K 0.96% 22
2025
Q2 		$8.53M Sell
348,865
-17,855
-5% -$404K 1.06% 21
2025
Q1 		$8.1M Sell
366,720
-30,417
-8% -$708K 1.1% 21
2024
Q4 		$9.21M Sell
397,137
-38,775
-9% -$904K 1.25% 20
2024
Q3 		$9.86M Sell
435,912
-9,684
-2% -$211K 1.35% 18
2024
Q2 		$9.54M Sell
445,596
-7,155
-2% -$148K 1.31% 19
2024
Q1 		$9.37M Sell
452,751
-181,170
-29% -$3.57M 1.28% 22
2023
Q4 		$11.9M Sell
633,921
-21,087
-3% -$370K 1.76% 17
2023
Q3 		$11M Sell
655,008
-63,693
-9% -$1.12M 1.84% 16
2023
Q2 		$12.5M Sell
718,701
-19,629
-3% -$324K 2.03% 15
2023
Q1 		$11.9M Sell
738,330
-28,647
-4% -$451K 2.11% 14
2022
Q4 		$11.5M Sell
766,977
-7,716
-1% -$117K 2.22% 12
2022
Q3 		$10.9M Buy
774,693
+31,509
+4% +$494K 2.31% 9
2022
Q2 		$11.1M Sell
743,184
-19,617
-3% -$318K 2.35% 9
2022
Q1 		$13.7M Sell
762,801
-23,469
-3% -$415K 2.58% 9
2021
Q4 		$14.9M Sell
786,270
-78,156
-9% -$1.44M 2.88% 7
2021
Q3 		$15M Sell
864,426
-117,774
-12% -$2.1M 3.07% 5
2021
Q2 		$17M Sell
982,200
-45,150
-4% -$762K 3.83% 4
2021
Q1 		$16.4M Sell
1,027,350
-134,988
-12% -$2.11M 4.01% 4
2020
Q4 		$17.6M Buy
1,162,338
+940,068
+423% +$13.5M 4.44% 4
2020
Q3 		$2.99M Buy
222,270
+1,140
+0.5% +$15.1K 1.08% 22
2020
Q2 		$2.73M Sell
221,130
-28,302
-11% -$330K 1.06% 23
2020
Q1 		$2.55M Buy
249,432
+72
+0% +$875 1.18% 22
2019
Q4 		$3.19M Buy
249,360
+8,172
+3% +$100K 1.16% 20
2019
Q3 		$2.85M Buy
241,188
+1,404
+0.6% +$16.5K 1.11% 22
2019
Q2 		$2.81M Buy
239,784
+16,524
+7% +$190K 1.11% 22
2019
Q1 		$2.52M Buy
223,260
+32,370
+17% +$351K 1.05% 24
2018
Q4 		$1.9M Buy
190,890
+31,878
+20% +$342K 0.95% 27
2018
Q3 		$1.84M Sell
159,012
-516
-0.3% -$5.87K 0.81% 33
2018
Q2 		$1.73M Sell
159,528
-7,356
-4% -$79.3K 0.8% 33
2018
Q1 		$1.75M Buy
166,884
+14,334
+9% +$156K 0.84% 36
2017
Q4 		$1.62M Sell
152,550
-6,108
-4% -$63.3K 0.81% 34
2017
Q3 		$1.59M Buy
158,658
+522
+0.3% +$5.12K 0.84% 35
2017
Q2 		$1.52M Sell
158,136
-28,368
-15% -$271K 0.84% 34
2017
Q1 		$1.75M Sell
186,504
-624
-0.3% -$5.77K 1.01% 31
2016
Q4 		$1.66M Sell
187,128
-9,000
-5% -$78.2K 1.01% 31
2016
Q3 		$1.69M Sell
196,128
-390
-0.2% -$3.35K 1.1% 30
2016
Q2 		$1.63M Buy
196,518
+876
+0.4% +$7.2K 1.14% 27
2016
Q1 		$1.59M Buy
195,642
+6,630
+4% +$51.2K 1.19% 27
2015
Q4 		$1.53M Buy
189,012
+108
+0.1% +$881 1.25% 25
2015
Q3 		$1.44M Buy
188,904
+1,374
+0.7% +$11.1K 1.17% 28
2015
Q2 		$1.54M Buy
187,530
+732
+0.4% +$6.15K 1.15% 29
2015
Q1 		$1.54M Buy
186,798
+2,574
+1% +$21.2K 1.18% 30
2014
Q4 		$1.51M Buy
184,224
+12,336
+7% +$98.6K 1.16% 29
2014
Q3 		$1.35M Buy
171,888
+17,700
+11% +$139K 1.08% 34
2014
Q2 		$1.2M Buy
154,188
+31,056
+25% +$235K 0.94% 35
2014
Q1 		$918K Buy
123,132
+12,756
+12% +$93.4K 0.78% 37
2013
Q4 		$811K Buy
+110,376
New +$778K 0.7% 37

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Financial Advisors's SCHX Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $136K and leaving 264,708 shares worth $7.79M. The position accounts for 0.75% of the portfolio, ranked #25.

Cahill Financial Advisors first reported a position in SCHX in Q4 2013 and has held it in 51 quarters since. The position peaked at $17.6M in Q4 2020. 1,302 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cahill Financial Advisors held 264,708 shares of Schwab US Large- Cap ETF worth $7.79M as of Q2 2026.
  • Cahill Financial Advisors sold 4,775 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Large- Cap ETF made up 0.75% of Cahill Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Schwab US Large- Cap ETF position peaked at $17.6M in Q4 2020.
  • 1,302 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.