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

Clearstead Trust’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 		$373K Hold
12,678
– – 0.05% 136
2026
Q1 		$325K Hold
12,678
– – 0.05% 144
2025
Q4 		$341K Hold
12,678
– – 0.05% 146
2025
Q3 		$334K Hold
12,678
– – 0.06% 138
2025
Q2 		$310K Hold
12,678
– – 0.06% 138
2025
Q1 		$280K Hold
12,678
– – 0.06% 128
2024
Q4 		$294K Hold
12,678
– – 0.06% 122
2024
Q3 		$287K Hold
12,678
– – 0.07% 113
2024
Q2 		$272K Hold
12,678
– – 0.07% 112
2024
Q1 		$262K Hold
12,678
– – 0.07% 118
2023
Q4 		$238K Hold
12,678
– – 0.07% 147
2023
Q3 		$214K Hold
12,678
– – 0.07% 117
2023
Q2 		$221K Hold
12,678
– – 0.07% 117
2023
Q1 		$204K Hold
12,678
– – 0.07% 125
2022
Q4 		$191K Hold
12,678
– – 0.06% 133
2022
Q3 		$179K Buy
+12,678
New +$199K 0.06% 130

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

Clearstead Trust's SCHX Position: Q2 2026 in Review

Clearstead Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,678 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #136.

Clearstead Trust first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clearstead Trust held 12,678 shares of Schwab US Large- Cap ETF worth $373K as of Q2 2026.
  • Clearstead Trust left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Clearstead Trust's portfolio in Q2 2026, its #136 holding.
  • Clearstead Trust first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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