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Clark Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clark Asset 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 		$994K Buy
33,783
+23,422
+226% +$669K 0.08% 97
2026
Q1 		$266K Hold
10,361
– – 0.02% 202
2025
Q4 		$279K Buy
10,361
+936
+10% +$25K 0.03% 185
2025
Q3 		$248K Sell
9,425
-15,169
-62% -$385K 0.03% 181
2025
Q2 		$601K Buy
+24,594
New +$556K 0.08% 96

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

Clark Asset Management's SCHX Position: Q2 2026 in Review

Clark Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 226% in Q2 2026, buying an estimated $669K and bringing the position to 33,783 shares worth $994K. The position accounts for 0.08% of the portfolio, ranked #97.

Clark Asset Management first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clark Asset Management held 33,783 shares of Schwab US Large- Cap ETF worth $994K as of Q2 2026.
  • Clark Asset Management bought 23,422 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $669K.
  • Schwab US Large- Cap ETF made up 0.08% of Clark Asset Management's portfolio in Q2 2026, its #97 holding.
  • Clark Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.