City Center Advisors LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

City Center Advisors LLC’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 Q3	$612K	Buy	20,413 +3,307	+19%	+$99.1K	0.47%	63
2026 Q2	$503K	Buy	17,106 +1,465	+9%	+$41.8K	0.41%	81
2026 Q1	$401K	Hold	15,641	–	–	0.37%	83
2025 Q4	$421K	Hold	15,641	–	–	0.39%	79
2025 Q3	$412K	Buy	15,641 +2,590	+20%	+$65.8K	0.4%	80
2025 Q2	$319K	Sell	13,051 -5,673	-30%	-$128K	0.34%	98
2025 Q1	$413K	Buy	18,724 +7,279	+64%	+$169K	0.48%	70
2024 Q4	$265K	Hold	11,445	–	–	0.3%	131
2024 Q3	$259K	Sell	11,445 -2,766	-19%	-$60.3K	0.29%	125
2024 Q2	$294K	Hold	14,211	–	–	0.35%	117
2024 Q1	$294K	Buy	+14,211	New	+$280K	0.35%	117

Other funds holding SCHX

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

City Center Advisors LLC's SCHX Position: Q3 2026 in Review

City Center Advisors LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q3 2026, buying an estimated $99.1K and bringing the position to 20,413 shares worth $612K. The position accounts for 0.47% of the portfolio, ranked #63.

City Center Advisors LLC first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

City Center Advisors LLC held 20,413 shares of Schwab US Large- Cap ETF worth $612K as of Q3 2026.
City Center Advisors LLC bought 3,307 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $99.1K.
Schwab US Large- Cap ETF made up 0.47% of City Center Advisors LLC's portfolio in Q3 2026, its #63 holding.
City Center Advisors LLC first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.