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

Capital Investment Advisors’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 		$2.93M Buy
114,130
+19,055
+20% +$511K 0.04% 186
2025
Q4 		$2.56M Buy
95,075
+13,295
+16% +$355K 0.04% 202
2025
Q3 		$2.15M Sell
81,780
-11,982
-13% -$304K 0.04% 223
2025
Q2 		$2.29M Buy
93,762
+22,710
+32% +$513K 0.04% 214
2025
Q1 		$1.57M Buy
71,052
+25,648
+56% +$597K 0.03% 250
2024
Q4 		$1.05M Sell
45,404
-625
-1% -$14.6K 0.02% 304
2024
Q3 		$1.04M Buy
46,029
+18,204
+65% +$397K 0.02% 295
2024
Q2 		$596K Buy
27,825
+225
+0.8% +$4.65K 0.01% 370
2024
Q1 		$571K Sell
27,600
-9,360
-25% -$184K 0.01% 373
2023
Q4 		$695K Buy
36,960
+13,170
+55% +$231K 0.02% 326
2023
Q3 		$401K Sell
23,790
-3,963
-14% -$69.5K 0.01% 396
2023
Q2 		$484K Buy
27,753
+2,967
+12% +$49K 0.01% 345
2023
Q1 		$400K Buy
24,786
+4,950
+25% +$77.9K 0.01% 387
2022
Q4 		$299K Buy
19,836
+3,546
+22% +$53.7K 0.01% 449
2022
Q3 		$230K Buy
16,290
+747
+5% +$11.7K 0.01% 475
2022
Q2 		$231K Buy
15,543
+30
+0.2% +$486 0.01% 492
2022
Q1 		$278K Sell
15,513
-4,425
-22% -$78.3K 0.01% 473
2021
Q4 		$378K Buy
19,938
+5,598
+39% +$103K 0.01% 423
2021
Q3 		$249K Buy
+14,340
New +$256K 0.01% 493
2020
Q4 		– Sell
-16,548
Closed -$222K – 540
2020
Q3 		$222K Buy
16,548
+216
+1% +$2.87K 0.01% 450
2020
Q2 		$202K Sell
16,332
-7,110
-30% -$82.9K 0.01% 463
2020
Q1 		$239K Buy
+23,442
New +$285K 0.02% 382
2019
Q1 		– Sell
-26,682
Closed -$265K – 504
2018
Q4 		$265K Buy
26,682
+1,254
+5% +$13.5K 0.02% 386
2018
Q3 		$295K Sell
25,428
-210
-0.8% -$2.39K 0.02% 395
2018
Q2 		$278K Buy
+25,638
New +$276K 0.02% 400

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 $5.05B 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 $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capital Investment Advisors's SCHX Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q1 2026, buying an estimated $511K and bringing the position to 114,130 shares worth $2.93M. The position accounts for 0.04% of the portfolio, ranked #186.

Capital Investment Advisors first reported a position in SCHX in Q2 2018 and has held it in 25 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Capital Investment Advisors held 114,130 shares of Schwab US Large- Cap ETF worth $2.93M as of Q1 2026.
  • Capital Investment Advisors bought 19,055 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $511K.
  • Schwab US Large- Cap ETF made up 0.04% of Capital Investment Advisors's portfolio in Q1 2026, its #186 holding.
  • Capital Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 25 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.