Carmel Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carmel Capital Management’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	$212K	Buy	+7,200	New	+$206K	0.05%	28

Other funds holding SCHX

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Carmel Capital Management's SCHX Position: Q2 2026 in Review

Carmel Capital Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,200 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #28 among its holdings.

967 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Carmel Capital Management held 7,200 shares of Schwab US Large- Cap ETF worth $212K as of Q2 2026.
Schwab US Large- Cap ETF was a new Carmel Capital Management position in Q2 2026.
Schwab US Large- Cap ETF made up 0.05% of Carmel Capital Management's portfolio in Q2 2026, its #28 holding.
967 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.