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Capital Investment Counsel (Colorado)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Investment Counsel (Colorado)’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 		$330K Buy
11,198
+545
+5% +$15.6K 0.04% 126
2026
Q1 		$273K Sell
10,653
-299
-3% -$8.02K 0.04% 134
2025
Q4 		$295K Sell
10,952
-185
-2% -$4.94K 0.04% 127
2025
Q3 		$293K Hold
11,137
– – 0.04% 118
2025
Q2 		$272K Sell
11,137
-4,712
-30% -$107K 0.04% 120
2025
Q1 		$350K Sell
15,849
-3,069
-16% -$71.4K 0.06% 104
2024
Q4 		$439K Sell
18,918
-8,865
-32% -$207K 0.07% 99
2024
Q3 		$628K Sell
27,783
-9,480
-25% -$207K 0.11% 95
2024
Q2 		$798K Sell
37,263
-639
-2% -$13.2K 0.16% 92
2024
Q1 		$784K Buy
37,902
+9,210
+32% +$181K 0.17% 85
2023
Q4 		$539K Buy
+28,692
New +$504K 0.2% 85

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s SCHX Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,198 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #126.

Capital Investment Counsel (Colorado) first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $798K in Q2 2024. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 11,198 shares of Schwab US Large- Cap ETF worth $330K as of Q2 2026.
  • Capital Investment Counsel (Colorado) bought 545 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.6K.
  • Schwab US Large- Cap ETF made up 0.04% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #126 holding.
  • Capital Investment Counsel (Colorado) first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Investment Counsel (Colorado)'s Schwab US Large- Cap ETF position peaked at $798K in Q2 2024.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.