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

Capital Investment Services of America’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 		$255K Hold
8,670
– – 0.03% 78
2026
Q1 		$222K Hold
8,670
– – 0.02% 78
2025
Q4 		$233K Hold
8,670
– – 0.02% 80
2025
Q3 		$228K Hold
8,670
– – 0.02% 83
2025
Q2 		$212K Buy
+8,670
New +$196K 0.02% 83
2025
Q1 		– Sell
-8,670
Closed -$201K – 79
2024
Q4 		$201K Buy
+8,670
New +$202K 0.02% 77

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Capital Investment Services of America held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,670 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #78.

Capital Investment Services of America first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Investment Services of America held 8,670 shares of Schwab US Large- Cap ETF worth $255K as of Q2 2026.
  • Capital Investment Services of America left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Capital Investment Services of America's portfolio in Q2 2026, its #78 holding.
  • Capital Investment Services of America first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.