Capital Squared Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Squared Financial’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	$11M	Buy	373,215 +1,097	+0.3%	+$31.3K	7.18%	2
2026 Q1	$9.54M	Sell	372,118 -1,518	-0.4%	-$40.7K	7.29%	2
2025 Q4	$10.1M	Buy	373,636 +15,735	+4%	+$420K	7.84%	2
2025 Q3	$9.43M	Buy	357,901 +30,274	+9%	+$769K	8.18%	2
2025 Q2	$8.01M	Buy	+327,627	New	+$7.41M	9.34%	1

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Capital Squared Financial's SCHX Position: Q2 2026 in Review

Capital Squared Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q2 2026, buying an estimated $31.3K and bringing the position to 373,215 shares worth $11M. The position accounts for 7.18% of the portfolio, ranked #2.

Capital Squared Financial first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Squared Financial held 373,215 shares of Schwab US Large- Cap ETF worth $11M as of Q2 2026.
Capital Squared Financial bought 1,097 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $31.3K.
Schwab US Large- Cap ETF made up 7.18% of Capital Squared Financial's portfolio in Q2 2026, its #2 holding.
Capital Squared Financial first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
533 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.