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

Capital Investment 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	$266K	Sell	9,035 -82	-0.9%	-$2.34K	0.02%	619
2026 Q1	$234K	Buy	9,117 +104	+1%	+$2.79K	0.02%	579
2025 Q4	$243K	Sell	9,013 -5,946	-40%	-$159K	0.02%	558
2025 Q3	$394K	Buy	14,959 +72	+0.5%	+$1.83K	0.03%	419
2025 Q2	$364K	Buy	14,887 +277	+2%	+$6.26K	0.03%	407
2025 Q1	$323K	Buy	14,610 +2,437	+20%	+$56.7K	0.03%	416
2024 Q4	$282K	Sell	12,173 -367	-3%	-$8.55K	0.03%	416
2024 Q3	$284K	Buy	12,540 +240	+2%	+$5.23K	0.03%	414
2024 Q2	$263K	Sell	12,300 -1,539	-11%	-$31.8K	0.03%	420
2024 Q1	$286K	Sell	13,839 -735	-5%	-$14.5K	0.03%	412
2023 Q4	$274K	Buy	14,574 +654	+5%	+$11.5K	0.03%	418
2023 Q3	$235K	Sell	13,920 -732	-5%	-$12.8K	0.02%	431
2023 Q2	$256K	Sell	14,652 -651	-4%	-$10.7K	0.03%	401
2023 Q1	$247K	Sell	15,303 -1,698	-10%	-$26.7K	0.03%	404
2022 Q4	$256K	Sell	17,001 -348	-2%	-$5.27K	0.03%	400
2022 Q3	$245K	Buy	17,349 +201	+1%	+$3.15K	0.03%	388
2022 Q2	$255K	Buy	17,148 +60	+0.4%	+$972	0.03%	393
2022 Q1	$307K	Buy	17,088 +342	+2%	+$6.05K	0.03%	381
2021 Q4	$318K	Buy	16,746 +330	+2%	+$6.1K	0.04%	367
2021 Q3	$285K	Buy	16,416 +8,724	+113%	+$156K	0.04%	372
2021 Q2	$133K	Sell	7,692 -4,032	-34%	-$68K	0.02%	505
2021 Q1	$188K	Buy	11,724 +4,032	+52%	+$63.2K	0.03%	431
2020 Q4	$117K	Hold	7,692	–	–	0.02%	451
2020 Q3	$103K	Sell	7,692 -162	-2%	-$2.15K	0.02%	402
2020 Q2	$97K	Sell	7,854 -1,710	-18%	-$19.9K	0.02%	365
2020 Q1	$98K	Buy	9,564 +4,872	+104%	+$59.2K	0.02%	336
2019 Q4	$60K	Hold	4,692	–	–	0.02%	377
2019 Q3	$55K	Sell	4,692 -4,686	-50%	-$55.2K	0.02%	542
2019 Q2	$111K	Hold	9,378	–	–	0.03%	364
2019 Q1	$106K	Hold	9,378	–	–	0.04%	325
2018 Q4	$93K	Buy	+9,378	New	+$101K	0.04%	321

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Capital Investment Advisory Services's SCHX Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.9% in Q2 2026, selling an estimated $2.34K and leaving 9,035 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #619.

Capital Investment Advisory Services first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $394K in Q3 2025. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Investment Advisory Services held 9,035 shares of Schwab US Large- Cap ETF worth $266K as of Q2 2026.
Capital Investment Advisory Services sold 82 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.34K.
Schwab US Large- Cap ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #619 holding.
Capital Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $394K in Q3 2025.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.