Clearstead Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
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% | +$100K | 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
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. 1,613 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.
- 1,613 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.