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

Claro 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 		$1.15M Buy
39,010
+5,065
+15% +$145K 0.12% 144
2026
Q1 		$870K Buy
33,945
+575
+2% +$15.4K 0.1% 165
2025
Q4 		$898K Sell
33,370
-327
-1% -$8.73K 0.12% 145
2025
Q3 		$888K Buy
33,697
+6,511
+24% +$165K 0.13% 140
2025
Q2 		$664K Sell
27,186
-2,394
-8% -$54.1K 0.11% 170
2025
Q1 		$653K Buy
29,580
+74
+0.3% +$1.72K 0.09% 211
2024
Q4 		$684K Sell
29,506
-12,575
-30% -$293K 0.09% 197
2024
Q3 		$952K Buy
42,081
+1,866
+5% +$40.7K 0.12% 157
2024
Q2 		$861K Sell
40,215
-879
-2% -$18.2K 0.13% 157
2024
Q1 		$850K Buy
41,094
+69
+0.2% +$1.36K 0.15% 160
2023
Q4 		$771K Buy
41,025
+15,348
+60% +$270K 0.17% 140
2023
Q3 		$433K Sell
25,677
-2,466
-9% -$43.3K 0.11% 213
2023
Q2 		$491K Buy
28,143
+2,040
+8% +$33.7K 0.12% 196
2023
Q1 		$421K Sell
26,103
-7,536
-22% -$119K 0.12% 204
2022
Q4 		$506K Buy
33,639
+4,077
+14% +$61.7K 0.17% 149
2022
Q3 		$440K Hold
29,562
– – 0.17% 138
2022
Q2 		$440K Buy
29,562
+10,209
+53% +$165K 0.17% 138
2022
Q1 		$734K Sell
19,353
-19,353
-50% -$343K 0.26% 97
2021
Q4 		$734K Buy
38,706
+17,700
+84% +$327K 0.26% 97
2021
Q3 		$364K Buy
+21,006
New +$375K 0.15% 163

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

Claro Advisors's SCHX Position: Q2 2026 in Review

Claro Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, buying an estimated $145K and bringing the position to 39,010 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #144.

Claro Advisors first reported a position in SCHX in Q3 2021 and has held it in 20 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Claro Advisors held 39,010 shares of Schwab US Large- Cap ETF worth $1.15M as of Q2 2026.
  • Claro Advisors bought 5,065 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $145K.
  • Schwab US Large- Cap ETF made up 0.12% of Claro Advisors's portfolio in Q2 2026, its #144 holding.
  • Claro Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.