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

Clark Capital Management Group’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 		$1.17M Buy
39,781
+2,498
+7% +$71.3K 0.01% 324
2026
Q1 		$956K Hold
37,283
– – 0.01% 310
2025
Q4 		$1M Buy
37,283
+15,945
+75% +$426K 0.01% 304
2025
Q3 		$562K Buy
21,338
+12,573
+143% +$319K ﹤0.01% 336
2025
Q2 		$214K Sell
8,765
-2,863
-25% -$64.7K ﹤0.01% 409
2025
Q1 		$257K Sell
11,628
-137
-1% -$3.19K ﹤0.01% 394
2024
Q4 		$273K Buy
11,765
+122
+1% +$2.84K ﹤0.01% 383
2024
Q3 		$263K Buy
11,643
+309
+3% +$6.73K ﹤0.01% 375
2024
Q2 		$243K Hold
11,334
– – ﹤0.01% 364
2024
Q1 		$234K Hold
11,334
– – ﹤0.01% 372
2023
Q4 		$213K Buy
+11,334
New +$199K ﹤0.01% 362
2023
Q1 		– Sell
-16,425
Closed -$247K – 365
2022
Q4 		$247K Hold
16,425
– – ﹤0.01% 331
2022
Q3 		$232K Buy
+16,425
New +$258K ﹤0.01% 327
2022
Q2 		– Sell
-13,410
Closed -$241K – 380
2022
Q1 		$241K Hold
13,410
– – ﹤0.01% 348
2021
Q4 		$254K Buy
+13,410
New +$248K ﹤0.01% 337
2020
Q2 		– Sell
-25,560
Closed -$261K – 331
2020
Q1 		$261K Sell
25,560
-29,910
-54% -$363K 0.01% 262
2019
Q4 		$710K Buy
55,470
+678
+1% +$8.31K 0.01% 240
2019
Q3 		$648K Hold
54,792
– – 0.01% 237
2019
Q2 		$641K Sell
54,792
-606
-1% -$6.96K 0.01% 232
2019
Q1 		$624K Buy
+55,398
New +$600K 0.01% 233

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 Capital Management Group's SCHX Position: Q2 2026 in Review

Clark Capital Management Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6.7% in Q2 2026, buying an estimated $71.3K and bringing the position to 39,781 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #324.

Clark Capital Management Group first reported a position in SCHX in Q1 2019 and has held it in 20 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clark Capital Management Group held 39,781 shares of Schwab US Large- Cap ETF worth $1.17M as of Q2 2026.
  • Clark Capital Management Group bought 2,498 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $71.3K.
  • Schwab US Large- Cap ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #324 holding.
  • Clark Capital Management Group first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 20 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.