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Camelot Portfolios’s Schwab US Large- Cap ETF SCHX Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-78
Closed -$2.1K – 482
2025
Q4 		$2.1K Buy
+78
New +$2.08K ﹤0.01% 531
2020
Q4 		– Sell
-18,600
Closed -$250K – 219
2020
Q3 		$250K Hold
18,600
– – 0.16% 157
2020
Q2 		$230K Buy
+18,600
New +$217K 0.15% 167
2020
Q1 		– Sell
-16,380
Closed -$210K – 240
2019
Q4 		$210K Buy
+16,380
New +$201K 0.09% 209
2019
Q3 		– Sell
-27,180
Closed -$318K – 245
2019
Q2 		$318K Hold
27,180
– – 0.13% 171
2019
Q1 		$306K Buy
+27,180
New +$294K 0.13% 182

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return