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Carolina Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carolina Wealth 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 		$962K Sell
32,703
-1,893
-5% -$54.1K 0.38% 65
2026
Q1 		$887K Sell
34,596
-3,725
-10% -$99.9K 0.37% 66
2025
Q4 		$1.03M Sell
38,321
-3,714
-9% -$99.2K 0.46% 44
2025
Q3 		$1.11M Sell
42,035
-164,124
-80% -$4.17M 0.48% 44
2025
Q2 		$5.04M Sell
206,159
-3,849
-2% -$87K 2.49% 15
2025
Q1 		$4.64M Sell
210,008
-6,819
-3% -$159K 2.5% 14
2024
Q4 		$5.03M Sell
216,827
-25,096
-10% -$585K 2.7% 15
2024
Q3 		$5.47M Sell
241,923
-8,949
-4% -$195K 2.78% 14
2024
Q2 		$5.37M Buy
250,872
+17,523
+8% +$362K 2.64% 16
2024
Q1 		$4.83M Sell
233,349
-9,078
-4% -$179K 2.62% 14
2023
Q4 		$4.56M Sell
242,427
-4,668
-2% -$82K 2.36% 18
2023
Q3 		$4.17M Sell
247,095
-30,468
-11% -$535K 2.35% 16
2023
Q2 		$4.85M Buy
277,563
+2,523
+0.9% +$41.7K 2.92% 13
2023
Q1 		$4.43M Sell
275,040
-19,506
-7% -$307K 2.6% 13
2022
Q4 		$4.43M Sell
294,546
-5,895
-2% -$89.2K 2.79% 13
2022
Q3 		$4.24M Buy
300,441
+3,108
+1% +$48.8K 3.33% 11
2022
Q2 		$4.43M Sell
297,333
-17,193
-5% -$279K 2.92% 10
2022
Q1 		$5.65M Buy
314,526
+2,562
+0.8% +$45.4K 3.57% 9
2021
Q4 		$5.92M Buy
311,964
+2,412
+0.8% +$44.6K 3.34% 9
2021
Q3 		$5.37M Buy
309,552
+2,640
+0.9% +$47.1K 3.55% 7
2021
Q2 		$5.32M Buy
306,912
+8,982
+3% +$152K 3.58% 6
2021
Q1 		$4.77M Sell
297,930
-9,954
-3% -$156K 3.48% 8
2020
Q4 		$4.67M Buy
307,884
+31,464
+11% +$450K 3.75% 8
2020
Q3 		$3.71M Buy
276,420
+12,222
+5% +$162K 3.26% 11
2020
Q2 		$3.26M Buy
264,198
+4,068
+2% +$47.4K 3.16% 10
2020
Q1 		$2.65M Buy
260,130
+3,444
+1% +$41.8K 3.07% 14
2019
Q4 		$3.29M Buy
+256,686
New +$3.15M 3.11% 10

Other funds holding SCHX

Wealth Enhancement Advisory Services
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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Carolina Wealth Advisors's SCHX Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.5% in Q2 2026, selling an estimated $54.1K and leaving 32,703 shares worth $962K. The position accounts for 0.38% of the portfolio, ranked #65.

Carolina Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.92M in Q4 2021. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Carolina Wealth Advisors held 32,703 shares of Schwab US Large- Cap ETF worth $962K as of Q2 2026.
  • Carolina Wealth Advisors sold 1,893 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.1K.
  • Schwab US Large- Cap ETF made up 0.38% of Carolina Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Carolina Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Schwab US Large- Cap ETF position peaked at $5.92M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.