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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
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

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

City Center Advisors LLC's SCHX Position: Q2 2026 in Review

City Center Advisors LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q2 2026, buying an estimated $41.8K and bringing the position to 17,106 shares worth $503K. The position accounts for 0.41% of the portfolio, ranked #81.

City Center Advisors LLC first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • City Center Advisors LLC held 17,106 shares of Schwab US Large- Cap ETF worth $503K as of Q2 2026.
  • City Center Advisors LLC bought 1,465 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $41.8K.
  • Schwab US Large- Cap ETF made up 0.41% of City Center Advisors LLC's portfolio in Q2 2026, its #81 holding.
  • City Center Advisors LLC first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.