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

Carmel Capital Partners’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	$663K	Buy	22,518 +2,430	+12%	+$69.4K	0.22%	77
2026 Q1	$515K	Buy	20,088 +385	+2%	+$10.3K	0.19%	85
2025 Q4	$530K	Buy	19,703 +343	+2%	+$9.16K	0.19%	78
2025 Q3	$510K	Buy	19,360 +1,350	+7%	+$34.3K	0.22%	75
2025 Q2	$440K	Hold	18,010	–	–	0.15%	95
2025 Q1	$398K	Sell	18,010 -20	-0.1%	-$466	0.16%	107
2024 Q4	$418K	Hold	18,030	–	–	0.17%	95
2024 Q3	$408K	Buy	18,030 +450	+3%	+$9.8K	0.16%	103
2024 Q2	$377K	Hold	17,580	–	–	0.16%	98
2024 Q1	$364K	Sell	17,580 -300	-2%	-$5.91K	0.15%	100
2023 Q4	$336K	Hold	17,880	–	–	0.17%	101
2023 Q3	$302K	Sell	17,880 -4,875	-21%	-$85.5K	0.14%	109
2023 Q2	$397K	Buy	22,755 +924	+4%	+$15.3K	0.2%	78
2023 Q1	$352K	Hold	21,831	–	–	0.21%	85
2022 Q4	$329K	Buy	+21,831	New	+$330K	0.23%	91

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

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

Carmel Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $69.4K and bringing the position to 22,518 shares worth $663K. The position accounts for 0.22% of the portfolio, ranked #77.

Carmel Capital Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Carmel Capital Partners held 22,518 shares of Schwab US Large- Cap ETF worth $663K as of Q2 2026.
Carmel Capital Partners bought 2,430 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $69.4K.
Schwab US Large- Cap ETF made up 0.22% of Carmel Capital Partners's portfolio in Q2 2026, its #77 holding.
Carmel Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.