Cheviot Value Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cheviot Value Management’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	$11.9K	Buy	403 +210	+109%	+$6K	﹤0.01%	292
2026 Q1	$4.95K	Buy	193 +1	+0.5%	+$27	﹤0.01%	318
2025 Q4	$5.28K	Hold	192	–	–	﹤0.01%	314
2025 Q3	$5.21K	Buy	192 +1	+0.5%	+$25	﹤0.01%	338
2025 Q2	$4.82K	Hold	191	–	–	﹤0.01%	321
2025 Q1	$4.24K	Buy	+191	New	+$4.45K	﹤0.01%	335

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cheviot Value Management's SCHX Position: Q2 2026 in Review

Cheviot Value Management increased its Schwab US Large- Cap ETF (SCHX) stake by 109% in Q2 2026, buying an estimated $6K and bringing the position to 403 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Cheviot Value Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cheviot Value Management held 403 shares of Schwab US Large- Cap ETF worth $11.9K as of Q2 2026.
Cheviot Value Management bought 210 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6K.
Schwab US Large- Cap ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #292 holding.
Cheviot Value Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.