Cary Street Partners Investment Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cary Street Partners Investment Advisory’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	$13K	Sell	443 -152	-26%	-$4.34K	﹤0.01%	681
2026 Q1	$15.3K	Hold	595	–	–	﹤0.01%	616
2025 Q4	$16K	Hold	595	–	–	﹤0.01%	595
2025 Q3	$15.7K	Buy	+595	New	+$15.1K	0.01%	523
2024 Q4	–	Sell	-11,514	Closed	-$260K	–	708
2024 Q3	$260K	Hold	11,514	–	–	0.01%	652
2024 Q2	$247K	Sell	11,514 -6,624	-37%	-$137K	0.01%	655
2024 Q1	$375K	Sell	18,138 -402	-2%	-$7.91K	0.02%	513
2023 Q4	$349K	Sell	18,540 -36	-0.2%	-$632	0.02%	501
2023 Q3	$313K	Buy	18,576 +438	+2%	+$7.68K	0.02%	472
2023 Q2	$317K	Hold	18,138	–	–	0.02%	429
2023 Q1	$292K	Hold	18,138	–	–	0.02%	414
2022 Q4	$273K	Buy	+18,138	New	+$275K	0.02%	415
2022 Q3	–	Sell	-11,514	Closed	-$171K	–	556
2022 Q2	$171K	Buy	+11,514	New	+$187K	0.01%	442
2021 Q1	–	Sell	-35,484	Closed	-$538K	–	401
2020 Q4	$538K	Buy	+35,484	New	+$508K	0.1%	177

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PCIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q2 2026, selling an estimated $4.34K and leaving 443 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Cary Street Partners Investment Advisory first reported a position in SCHX in Q4 2020 and has held it in 14 quarters since. The position peaked at $538K in Q4 2020. 1,284 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cary Street Partners Investment Advisory held 443 shares of Schwab US Large- Cap ETF worth $13K as of Q2 2026.
Cary Street Partners Investment Advisory sold 152 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.34K.
Schwab US Large- Cap ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #681 holding.
Cary Street Partners Investment Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's Schwab US Large- Cap ETF position peaked at $538K in Q4 2020.
1,284 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.