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

Clearstead 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	$4.21M	Sell	142,897 -23,122	-14%	-$660K	0.04%	267
2026 Q1	$4.26M	Buy	166,019 +58,314	+54%	+$1.56M	0.04%	254
2025 Q4	$2.9M	Sell	107,705 -1,294	-1%	-$34.6K	0.04%	273
2025 Q3	$2.87M	Sell	108,999 -2,620	-2%	-$66.5K	0.04%	264
2025 Q2	$2.73M	Buy	111,619 +1,737	+2%	+$39.3K	0.04%	270
2025 Q1	$2.43M	Buy	109,882 +2,253	+2%	+$52.4K	0.04%	269
2024 Q4	$2.49M	Buy	107,629 +841	+0.8%	+$19.6K	0.04%	261
2024 Q3	$2.42M	Sell	106,788 -4,542	-4%	-$99K	0.04%	272
2024 Q2	$2.38M	Buy	111,330 +61,863	+125%	+$1.28M	0.04%	254
2024 Q1	$1.02M	Sell	49,467 -11,052	-18%	-$218K	0.05%	226
2023 Q4	$1.14M	Buy	60,519 +35,412	+141%	+$622K	0.06%	209
2023 Q3	$423K	Buy	25,107 +222	+0.9%	+$3.9K	0.03%	316
2023 Q2	$434K	Buy	24,885 +429	+2%	+$7.08K	0.03%	306
2023 Q1	$394K	Sell	24,456 -1,494	-6%	-$23.5K	0.03%	295
2022 Q4	$391K	Sell	25,950 -5,253	-17%	-$79.5K	0.03%	285
2022 Q3	$440K	Sell	31,203 -12,294	-28%	-$193K	0.04%	243
2022 Q2	$648K	Buy	43,497 +2,877	+7%	+$46.6K	0.05%	218
2022 Q1	$729K	Sell	40,620 -14,208	-26%	-$252K	0.05%	221
2021 Q4	$1.04M	Buy	54,828 +14,178	+35%	+$262K	0.07%	178
2021 Q3	$705K	Buy	40,650 +10,104	+33%	+$180K	0.05%	207
2021 Q2	$529K	Sell	30,546 -18	-0.1%	-$304	0.04%	220
2021 Q1	$489K	Sell	30,564 -426	-1%	-$6.67K	0.04%	216
2020 Q4	$470K	Buy	30,990 +1,800	+6%	+$25.8K	0.04%	210
2020 Q3	$392K	Buy	29,190 +7,506	+35%	+$99.7K	0.04%	211
2020 Q2	$268K	Buy	21,684 +396	+2%	+$4.62K	0.03%	232
2020 Q1	$217K	Hold	21,288	–	–	0.03%	227
2019 Q4	$273K	Hold	21,288	–	–	0.03%	236
2019 Q3	$252K	Hold	21,288	–	–	0.03%	229
2019 Q2	$249K	Buy	+21,288	New	+$245K	0.03%	239
2019 Q1	–	Sell	-165,564	Closed	-$1.65M	–	263
2018 Q4	$1.65M	Sell	165,564 -21,810	-12%	-$234K	0.26%	76
2018 Q3	$2.17M	Buy	187,374 +17,784	+10%	+$202K	0.3%	63
2018 Q2	$1.84M	Buy	+169,590	New	+$1.83M	0.26%	66

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Clearstead Advisors's SCHX Position: Q2 2026 in Review

Clearstead Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, selling an estimated $660K and leaving 142,897 shares worth $4.21M. The position accounts for 0.04% of the portfolio, ranked #267.

Clearstead Advisors first reported a position in SCHX in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.26M in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Clearstead Advisors held 142,897 shares of Schwab US Large- Cap ETF worth $4.21M as of Q2 2026.
Clearstead Advisors sold 23,122 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $660K.
Schwab US Large- Cap ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #267 holding.
Clearstead Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 32 quarters since.
Clearstead Advisors's Schwab US Large- Cap ETF position peaked at $4.26M in Q1 2026.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.