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

Capital Advisors Inc’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 		$3.5M Buy
118,873
+662
+0.6% +$18.9K 0.05% 116
2026
Q1 		$3.03M Sell
118,211
-4,486
-4% -$120K 0.05% 115
2025
Q4 		$3.3M Sell
122,697
-788
-0.6% -$21K 0.05% 113
2025
Q3 		$3.25M Sell
123,485
-5,886
-5% -$149K 0.05% 109
2025
Q2 		$3.16M Buy
129,371
+9,235
+8% +$209K 0.06% 106
2025
Q1 		$2.65M Buy
120,136
+3,368
+3% +$78.4K 0.05% 110
2024
Q4 		$2.71M Buy
116,768
+16,904
+17% +$394K 0.05% 108
2024
Q3 		$2.26M Buy
99,864
+3,552
+4% +$77.4K 0.05% 116
2024
Q2 		$2.06M Buy
96,312
+1,194
+1% +$24.7K 0.04% 125
2024
Q1 		$1.97M Buy
95,118
+12,933
+16% +$255K 0.04% 125
2023
Q4 		$1.55M Sell
82,185
-21,066
-20% -$370K 0.03% 144
2023
Q3 		$1.74M Buy
103,251
+14,817
+17% +$260K 0.05% 112
2023
Q2 		$1.54M Sell
88,434
-1,887
-2% -$31.2K 0.04% 118
2023
Q1 		$1.46M Sell
90,321
-390
-0.4% -$6.14K 0.04% 117
2022
Q4 		$1.37M Buy
90,711
+957
+1% +$14.5K 0.04% 121
2022
Q3 		$1.26M Sell
89,754
-891
-1% -$14K 0.04% 117
2022
Q2 		$1.35M Buy
90,645
+6,012
+7% +$97.4K 0.04% 116
2022
Q1 		$1.52M Sell
84,633
-5,787
-6% -$102K 0.04% 106
2021
Q4 		$1.72M Buy
90,420
+10,308
+13% +$190K 0.05% 109
2021
Q3 		$1.39M Buy
80,112
+3,906
+5% +$69.7K 0.04% 115
2021
Q2 		$1.32M Sell
76,206
-2,220
-3% -$37.5K 0.04% 117
2021
Q1 		$1.25M Buy
78,426
+9,588
+14% +$150K 0.04% 115
2020
Q4 		$1.04M Buy
68,838
+606
+0.9% +$8.67K 0.04% 110
2020
Q3 		$917K Buy
68,232
+216
+0.3% +$2.87K 0.04% 110
2020
Q2 		$910K Sell
68,016
-67,680
-50% -$789K 0.04% 108
2020
Q1 		$1.39M Buy
+135,696
New +$1.65M 0.08% 89
2019
Q1 		– Sell
-25,782
Closed -$257K – 174
2018
Q4 		$257K Buy
+25,782
New +$277K 0.02% 157

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

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

Capital Advisors Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 0.56% in Q2 2026, buying an estimated $18.9K and bringing the position to 118,873 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #116.

Capital Advisors Inc first reported a position in SCHX in Q4 2018 and has held it in 27 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Advisors Inc held 118,873 shares of Schwab US Large- Cap ETF worth $3.5M as of Q2 2026.
  • Capital Advisors Inc bought 662 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.9K.
  • Schwab US Large- Cap ETF made up 0.05% of Capital Advisors Inc's portfolio in Q2 2026, its #116 holding.
  • Capital Advisors Inc first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.