CSC
SCHX icon

Caldwell Sutter Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Caldwell Sutter Capital’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 		$13.6K Buy
461
+1
+0.2% +$29 0.01% 575
2026
Q1 		$11.8K Buy
460
+1
+0.2% +$27 ﹤0.01% 538
2025
Q4 		$12.3K Buy
459
+2
+0.4% +$53 0.01% 523
2025
Q3 		$12K Buy
+457
New +$11.6K 0.01% 524

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Caldwell Sutter Capital's SCHX Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q2 2026, buying an estimated $29 and bringing the position to 461 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #575.

Caldwell Sutter Capital first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Caldwell Sutter Capital held 461 shares of Schwab US Large- Cap ETF worth $13.6K as of Q2 2026.
  • Caldwell Sutter Capital bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #575 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.