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

Capital Advisors Ltd’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	$1.87M	Hold	63,570	–	–	0.19%	85
2026 Q1	$1.63M	Hold	63,570	–	–	0.19%	84
2025 Q4	$1.71M	Sell	63,570 -114	-0.2%	-$3.04K	0.19%	77
2025 Q3	$1.68M	Sell	63,684 -2,337	-4%	-$59.3K	0.19%	78
2025 Q2	$1.61M	Hold	66,021	–	–	0.2%	73
2025 Q1	$1.46M	Hold	66,021	–	–	0.19%	72
2024 Q4	$1.53M	Hold	66,021	–	–	0.19%	73
2024 Q3	$1.49M	Hold	66,021	–	–	0.19%	71
2024 Q2	$1.41M	Hold	66,021	–	–	0.18%	73
2024 Q1	$1.37M	Hold	66,021	–	–	0.18%	74
2023 Q4	$1.24M	Hold	66,021	–	–	0.17%	77
2023 Q3	$1.11M	Hold	66,021	–	–	0.17%	84
2023 Q2	$1.15M	Hold	66,021	–	–	0.17%	83
2023 Q1	$1.06M	Sell	66,021 -187,005	-74%	-$2.94M	0.17%	80
2022 Q4	$3.81M	Buy	253,026 +187,005	+283%	+$2.83M	0.66%	32
2022 Q3	$932K	Hold	66,021	–	–	0.18%	81
2022 Q2	$983K	Buy	66,021 +65,376	+10,136%	+$1.06M	0.18%	77
2022 Q1	$13K	Sell	645 -55,377	-99%	-$980K	﹤0.01%	493
2021 Q4	$1.06M	Hold	56,022	–	–	0.17%	79
2021 Q3	$971K	Hold	56,022	–	–	0.17%	73
2021 Q2	$971K	Buy	56,022 +3,000	+6%	+$50.6K	0.17%	73
2021 Q1	$849K	Buy	53,022 +4,752	+10%	+$74.4K	0.16%	78
2020 Q4	$732K	Hold	48,270	–	–	0.16%	80
2020 Q3	$649K	Buy	48,270 +46,800	+3,184%	+$622K	0.16%	78
2020 Q2	$18K	Buy	1,470 +654	+80%	+$7.62K	﹤0.01%	334
2020 Q1	$8K	Hold	816	–	–	﹤0.01%	382
2019 Q4	$10K	Buy	+816	New	+$10K	﹤0.01%	353

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

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

Capital Advisors Ltd held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 63,570 shares worth $1.87M. The position accounts for 0.19% of the portfolio, ranked #85.

Capital Advisors Ltd first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.81M in Q4 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Advisors Ltd held 63,570 shares of Schwab US Large- Cap ETF worth $1.87M as of Q2 2026.
Capital Advisors Ltd left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.19% of Capital Advisors Ltd's portfolio in Q2 2026, its #85 holding.
Capital Advisors Ltd first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
Capital Advisors Ltd's Schwab US Large- Cap ETF position peaked at $3.81M in Q4 2022.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.