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Chapin Davis’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chapin Davis’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 		$229K Buy
+7,783
New +$222K 0.04% 228
2026
Q1 		– Sell
-7,783
Closed -$209K – 270
2025
Q4 		$209K Buy
+7,783
New +$208K 0.05% 232

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

Chapin Davis's SCHX Position: Q2 2026 in Review

Chapin Davis opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,783 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #228 among its holdings. This is a return to the name: Chapin Davis previously reported a position in SCHX as recently as Q4 2025.

Chapin Davis first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Chapin Davis held 7,783 shares of Schwab US Large- Cap ETF worth $229K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Chapin Davis position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #228 holding.
  • Chapin Davis first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.