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

Cary Street 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 		$308K Sell
10,476
-660
-6% -$18.8K 0.01% 803
2026
Q1 		$286K Sell
11,136
-4,846
-30% -$130K 0.01% 728
2025
Q4 		$430K Buy
15,982
+3,606
+29% +$96.3K 0.01% 638
2025
Q3 		$326K Buy
12,376
+832
+7% +$21.1K 0.01% 663
2025
Q2 		$282K Sell
11,544
-1,000
-8% -$22.6K 0.01% 677
2025
Q1 		$277K Sell
12,544
-370
-3% -$8.61K 0.01% 669
2024
Q4 		$299K Buy
+12,914
New +$301K 0.01% 628

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Cary Street Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q2 2026, selling an estimated $18.8K and leaving 10,476 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #803.

Cary Street Partners first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $430K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cary Street Partners held 10,476 shares of Schwab US Large- Cap ETF worth $308K as of Q2 2026.
  • Cary Street Partners sold 660 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.8K.
  • Schwab US Large- Cap ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #803 holding.
  • Cary Street Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Schwab US Large- Cap ETF position peaked at $430K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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