Capital Asset Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Asset Advisory Services’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	$290K	Hold	9,848	–	–	0.01%	283
2026 Q1	$275K	Buy	+9,848	New	+$264K	0.01%	250
2022 Q4	–	Sell	-939	Closed	-$13K	–	495
2022 Q3	$13K	Hold	939	–	–	﹤0.01%	375
2022 Q2	$14K	Sell	939 -1,050	-53%	-$17K	﹤0.01%	464
2022 Q1	$36K	Buy	1,989 +57	+3%	+$1.01K	﹤0.01%	441
2021 Q4	$37K	Hold	1,932	–	–	﹤0.01%	463
2021 Q3	$33K	Sell	1,932 -2,262	-54%	-$40.3K	﹤0.01%	524
2021 Q2	$73K	Hold	4,194	–	–	0.01%	511
2021 Q1	$67K	Buy	4,194 +444	+12%	+$6.96K	0.01%	496
2020 Q4	$57K	Buy	3,750 +1,806	+93%	+$25.8K	0.01%	585
2020 Q3	$26K	Hold	1,944	–	–	0.01%	414
2020 Q2	$26K	Hold	1,944	–	–	0.01%	438
2020 Q1	$22K	Sell	1,944 -198	-9%	-$2.4K	0.01%	399
2019 Q4	$29K	Buy	+2,142	New	+$26.3K	0.01%	460

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 Asset Advisory Services's SCHX Position: Q2 2026 in Review

Capital Asset Advisory Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,848 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #283.

Capital Asset Advisory Services first reported a position in SCHX in Q4 2019 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Asset Advisory Services held 9,848 shares of Schwab US Large- Cap ETF worth $290K as of Q2 2026.
Capital Asset Advisory Services left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #283 holding.
Capital Asset Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 14 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.