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Capstone Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capstone Financial 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
Q1 		$416K Buy
16,230
+15
+0.1% +$402 0.02% 115
2025
Q4 		$436K Sell
16,215
-692
-4% -$18.5K 0.02% 104
2025
Q3 		$445K Sell
16,907
-660
-4% -$16.8K 0.02% 108
2025
Q2 		$429K Buy
17,567
+1,473
+9% +$33.3K 0.02% 103
2025
Q1 		$355K Buy
16,094
+216
+1% +$5.03K 0.02% 109
2024
Q4 		$368K Buy
15,878
+329
+2% +$7.67K 0.02% 107
2024
Q3 		$352K Buy
+15,549
New +$339K 0.02% 106

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capstone Financial Advisors's SCHX Position: Q1 2026 in Review

Capstone Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.09% in Q1 2026, buying an estimated $402 and bringing the position to 16,230 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #115.

Capstone Financial Advisors first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $445K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Capstone Financial Advisors held 16,230 shares of Schwab US Large- Cap ETF worth $416K as of Q1 2026.
  • Capstone Financial Advisors bought 15 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $402.
  • Schwab US Large- Cap ETF made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #115 holding.
  • Capstone Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Capstone Financial Advisors's Schwab US Large- Cap ETF position peaked at $445K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.