Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cetera Investment Advisers’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 		$49.9M Buy
1,695,460
+106,144
+7% +$3.03M 0.05% 411
2026
Q1 		$40.8M Buy
1,589,316
+226,428
+17% +$6.07M 0.04% 436
2025
Q4 		$36.7M Buy
1,362,888
+252,766
+23% +$6.75M 0.04% 436
2025
Q3 		$29.2M Buy
1,110,122
+179,010
+19% +$4.55M 0.03% 495
2025
Q2 		$22.8M Buy
931,112
+232,909
+33% +$5.27M 0.04% 470
2025
Q1 		$15.4M Sell
698,203
-131,019
-16% -$3.05M 0.03% 555
2024
Q4 		$19.2M Sell
829,222
-57,002
-6% -$1.33M 0.04% 444
2024
Q3 		$20M Buy
886,224
+61,917
+8% +$1.35M 0.04% 416
2024
Q2 		$17.7M Sell
824,307
-22,323
-3% -$461K 0.04% 433
2024
Q1 		$17.5M Buy
846,630
+778,779
+1,148% +$15.3M 0.04% 432
2023
Q4 		$1.28M Buy
67,851
+30,114
+80% +$529K 0.01% 971
2023
Q3 		$637K Buy
37,737
+1,578
+4% +$27.7K 0.01% 1303
2023
Q2 		$631K Buy
36,159
+3,081
+9% +$50.9K 0.01% 1305
2023
Q1 		$533K Buy
33,078
+2,772
+9% +$43.6K ﹤0.01% 1390
2022
Q4 		$456K Sell
30,306
-295,800
-91% -$4.48M ﹤0.01% 1424
2022
Q3 		$4.6M Buy
326,106
+6,450
+2% +$101K 0.09% 233
2022
Q2 		$4.76M Buy
319,656
+94,143
+42% +$1.53M 0.08% 265
2022
Q1 		$4.05M Buy
225,513
+50,859
+29% +$900K 0.06% 333
2021
Q4 		$3.31M Buy
174,654
+23,778
+16% +$439K 0.05% 395
2021
Q3 		$2.62M Sell
150,876
-42,912
-22% -$765K 0.04% 430
2021
Q2 		$3.36M Buy
193,788
+75,144
+63% +$1.27M 0.05% 373
2021
Q1 		$1.9M Sell
118,644
-81,450
-41% -$1.28M 0.04% 436
2020
Q4 		$3.03M Buy
+200,094
New +$2.86M 0.06% 329

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

Cetera Investment Advisers's SCHX Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab US Large- Cap ETF (SCHX) stake by 6.7% in Q2 2026, buying an estimated $3.03M and bringing the position to 1,695,460 shares worth $49.9M. The position accounts for 0.05% of the portfolio, ranked #411.

Cetera Investment Advisers first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cetera Investment Advisers held 1,695,460 shares of Schwab US Large- Cap ETF worth $49.9M as of Q2 2026.
  • Cetera Investment Advisers bought 106,144 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.03M.
  • Schwab US Large- Cap ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #411 holding.
  • Cetera Investment Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.