Clarity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clarity Capital Advisors’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	$1.48M	Buy	50,346 +132	+0.3%	+$3.77K	0.62%	36
2026 Q1	$1.29M	Buy	50,214 +146	+0.3%	+$3.92K	0.6%	37
2025 Q4	$1.35M	Buy	50,068 +150	+0.3%	+$4.01K	0.67%	35
2025 Q3	$1.31M	Buy	49,918 +139	+0.3%	+$3.53K	0.72%	33
2025 Q2	$1.22M	Buy	49,779 +146	+0.3%	+$3.3K	0.71%	32
2025 Q1	$1.1M	Buy	49,633 +153	+0.3%	+$3.56K	0.72%	32
2024 Q4	$1.15M	Buy	49,480 +160	+0.3%	+$3.73K	0.77%	31
2024 Q3	$1.12M	Buy	49,320 +309	+0.6%	+$6.73K	0.8%	30
2024 Q2	$1.05M	Hold	49,011	–	–	0.81%	30
2024 Q1	$1.01M	Buy	49,011 +156	+0.3%	+$3.07K	0.81%	31
2023 Q4	$918K	Buy	+48,855	New	+$858K	0.8%	30

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Clarity Capital Advisors's SCHX Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $3.77K and bringing the position to 50,346 shares worth $1.48M. The position accounts for 0.62% of the portfolio, ranked #36.

Clarity Capital Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Clarity Capital Advisors held 50,346 shares of Schwab US Large- Cap ETF worth $1.48M as of Q2 2026.
Clarity Capital Advisors bought 132 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.77K.
Schwab US Large- Cap ETF made up 0.62% of Clarity Capital Advisors's portfolio in Q2 2026, its #36 holding.
Clarity Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.