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Capital Analysts LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Analysts LLC’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 		$1.58M Sell
53,745
-966
-2% -$27.6K 0.04% 295
2026
Q1 		$1.41M Buy
54,711
+2,959
+6% +$79.4K 0.04% 289
2025
Q4 		$1.39M Buy
51,752
+380
+0.7% +$10.1K 0.04% 274
2025
Q3 		$1.35M Buy
51,372
+697
+1% +$17.7K 0.04% 265
2025
Q2 		$1.24M Buy
50,675
+3,687
+8% +$83.4K 0.04% 256
2025
Q1 		$1.04M Sell
46,988
-456
-1% -$10.6K 0.04% 259
2024
Q4 		$1.1M Sell
47,444
-12,373
-21% -$288K 0.04% 238
2024
Q3 		$1.35M Buy
59,817
+36,804
+160% +$802K 0.06% 215
2024
Q2 		$493K Buy
23,013
+15,126
+192% +$313K 0.02% 328
2024
Q1 		$163K Buy
7,887
+4,602
+140% +$90.6K 0.01% 478
2023
Q4 		$62K Buy
3,285
+12
+0.4% +$211 ﹤0.01% 610
2023
Q3 		$55K Buy
3,273
+12
+0.4% +$211 ﹤0.01% 590
2023
Q2 		$57K Buy
3,261
+12
+0.4% +$198 ﹤0.01% 560
2023
Q1 		$52K Buy
3,249
+12
+0.4% +$189 ﹤0.01% 590
2022
Q4 		$49K Buy
3,237
+15
+0.5% +$227 ﹤0.01% 625
2022
Q3 		$45K Buy
+3,222
New +$50.6K ﹤0.01% 582
2021
Q1 		– Sell
-564
Closed -$9K – 1096
2020
Q4 		$9K Buy
+564
New +$8.07K ﹤0.01% 581

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 Analysts LLC's SCHX Position: Q2 2026 in Review

Capital Analysts LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $27.6K and leaving 53,745 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #295.

Capital Analysts LLC first reported a position in SCHX in Q4 2020 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Analysts LLC held 53,745 shares of Schwab US Large- Cap ETF worth $1.58M as of Q2 2026.
  • Capital Analysts LLC sold 966 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.6K.
  • Schwab US Large- Cap ETF made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #295 holding.
  • Capital Analysts LLC first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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