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

Capital Performance 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 Q2	$1.46M	Sell	49,602 -9,510	-16%	-$272K	0.09%	95
2026 Q1	$1.52M	Buy	59,112 +9,187	+18%	+$246K	0.1%	90
2025 Q4	$1.34M	Buy	49,925 +4,238	+9%	+$113K	0.1%	93
2025 Q3	$1.2M	Buy	45,687 +4,350	+11%	+$110K	0.2%	63
2025 Q2	$1.01M	Sell	41,337 -12,348	-23%	-$279K	0.2%	64
2025 Q1	$1.19M	Buy	53,685 +12,754	+31%	+$297K	0.26%	53
2024 Q4	$949K	Sell	40,931 -1	-0%	-$23	0.3%	37
2024 Q3	$926K	Hold	40,932	–	–	0.28%	36
2024 Q2	$877K	Sell	40,932 -264	-0.6%	-$5.46K	0.33%	35
2024 Q1	$852K	Buy	41,196 +501	+1%	+$9.86K	0.33%	34
2023 Q4	$765K	Hold	40,695	–	–	0.33%	31
2023 Q3	$686K	Hold	40,695	–	–	0.35%	29
2023 Q2	$710K	Buy	+40,695	New	+$672K	0.35%	28

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 Performance Advisors's SCHX Position: Q2 2026 in Review

Capital Performance Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, selling an estimated $272K and leaving 49,602 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #95.

Capital Performance Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q1 2026. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Performance Advisors held 49,602 shares of Schwab US Large- Cap ETF worth $1.46M as of Q2 2026.
Capital Performance Advisors sold 9,510 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $272K.
Schwab US Large- Cap ETF made up 0.09% of Capital Performance Advisors's portfolio in Q2 2026, its #95 holding.
Capital Performance Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
Capital Performance Advisors's Schwab US Large- Cap ETF position peaked at $1.52M in Q1 2026.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.