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

Colorado Capital Management’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 		$1.42M Buy
48,224
+117
+0.2% +$3.34K 0.48% 43
2026
Q1 		$1.23M Buy
48,107
+130
+0.3% +$3.49K 0.46% 48
2025
Q4 		$1.29M Buy
47,977
+132
+0.3% +$3.52K 0.48% 43
2025
Q3 		$1.26M Buy
47,845
+254
+0.5% +$6.45K 0.49% 47
2025
Q2 		$1.16M Hold
47,591
– – 0.5% 45
2025
Q1 		$1.05M Buy
47,591
+135
+0.3% +$3.14K 0.49% 48
2024
Q4 		$1.1M Sell
47,456
-9,694
-17% -$226K 0.53% 45
2024
Q3 		$1.29M Buy
57,150
+138
+0.2% +$3.01K 0.64% 44
2024
Q2 		$1.22M Sell
57,012
-14,775
-21% -$305K 0.68% 41
2024
Q1 		$1.49M Buy
71,787
+58,245
+430% +$1.15M 0.86% 35
2023
Q4 		$254K Hold
13,542
– – 0.17% 69
2023
Q3 		$228K Hold
13,542
– – 0.17% 71
2023
Q2 		$236K Sell
13,542
-4,770
-26% -$78.8K 0.17% 65
2023
Q1 		$295K Hold
18,312
– – 0.23% 61
2022
Q4 		$274K Sell
18,312
-138
-0.7% -$2.09K 0.23% 63
2022
Q3 		$260K Buy
18,450
+60
+0.3% +$941 0.22% 60
2022
Q2 		$274K Sell
18,390
-306
-2% -$4.96K 0.22% 60
2022
Q1 		$335K Buy
18,696
+300
+2% +$5.31K 0.24% 59
2021
Q4 		$350K Sell
18,396
-870
-5% -$16.1K 0.23% 63
2021
Q3 		$334K Hold
19,266
– – 0.24% 60
2021
Q2 		$333K Hold
19,266
– – 0.22% 61
2021
Q1 		$308K Sell
19,266
-8,868
-32% -$139K 0.22% 62
2020
Q4 		$426K Sell
28,134
-2,406
-8% -$34.4K 0.31% 50
2020
Q3 		$411K Sell
30,540
-2,580
-8% -$34.3K 0.34% 49
2020
Q2 		$407K Sell
33,120
-5,328
-14% -$62.1K 0.35% 49
2020
Q1 		$392K Sell
38,448
-4,608
-11% -$56K 0.36% 49
2019
Q4 		$551K Sell
43,056
-1,482
-3% -$18.2K 0.39% 47
2019
Q3 		$526K Sell
44,538
-924
-2% -$10.9K 0.39% 46
2019
Q2 		$532K Sell
45,462
-5,556
-11% -$63.8K 0.4% 45
2019
Q1 		$574K Sell
51,018
-2,196
-4% -$23.8K 0.43% 45
2018
Q4 		$529K Sell
53,214
-27,636
-34% -$297K 0.44% 46
2018
Q3 		$937K Sell
80,850
-17,526
-18% -$199K 0.67% 39
2018
Q2 		$1.07M Sell
98,376
-11,568
-11% -$125K 0.72% 40
2018
Q1 		$1.16M Buy
109,944
+22,302
+25% +$243K 0.78% 39
2017
Q4 		$931K Buy
87,642
+11,664
+15% +$121K 0.65% 43
2017
Q3 		$760K Sell
75,978
-786
-1% -$7.71K 0.57% 41
2017
Q2 		$739K Buy
76,764
+38,994
+103% +$372K 0.58% 41
2017
Q1 		$354K Buy
+37,770
New +$349K 0.3% 50

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Colorado Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q2 2026, buying an estimated $3.34K and bringing the position to 48,224 shares worth $1.42M. The position accounts for 0.48% of the portfolio, ranked #43.

Colorado Capital Management first reported a position in SCHX in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.49M in Q1 2024. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Colorado Capital Management held 48,224 shares of Schwab US Large- Cap ETF worth $1.42M as of Q2 2026.
  • Colorado Capital Management bought 117 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.34K.
  • Schwab US Large- Cap ETF made up 0.48% of Colorado Capital Management's portfolio in Q2 2026, its #43 holding.
  • Colorado Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Colorado Capital Management's Schwab US Large- Cap ETF position peaked at $1.49M in Q1 2024.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.