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Contravisory Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Contravisory Investment 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 		$201K Sell
6,813
-935
-12% -$26.7K 0.04% 211
2026
Q1 		$199K Sell
7,748
-5,097
-40% -$137K 0.04% 210
2025
Q4 		$346K Sell
12,845
-1,078
-8% -$28.8K 0.07% 175
2025
Q3 		$367K Buy
13,923
+7,816
+128% +$198K 0.07% 184
2025
Q2 		$149K Sell
6,107
-41
-0.7% -$927 0.03% 262
2025
Q1 		$136K Sell
6,148
-1,059
-15% -$24.7K 0.03% 263
2024
Q4 		$167K Buy
7,207
+3,292
+84% +$76.7K 0.04% 232
2024
Q3 		$88.5K Buy
3,915
+90
+2% +$1.96K 0.02% 230
2024
Q2 		$81.9K Sell
3,825
-696
-15% -$14.4K 0.02% 228
2024
Q1 		$93.5K Sell
4,521
-4,128
-48% -$81.3K 0.02% 225
2023
Q4 		$163K Buy
8,649
+5,760
+199% +$101K 0.04% 211
2023
Q3 		$48.7K Sell
2,889
-60
-2% -$1.05K 0.01% 232
2023
Q2 		$51.5K Buy
2,949
+618
+27% +$10.2K 0.01% 224
2023
Q1 		$37.6K Sell
2,331
-474
-17% -$7.46K 0.01% 234
2022
Q4 		$42.2K Buy
2,805
+339
+14% +$5.13K 0.01% 239
2022
Q3 		$35K Sell
2,466
-135
-5% -$2.12K 0.01% 243
2022
Q2 		$39K Buy
2,601
+765
+42% +$12.4K 0.01% 241
2022
Q1 		$33K Buy
1,836
+192
+12% +$3.4K 0.01% 244
2021
Q4 		$31K Sell
1,644
-3,498
-68% -$64.6K 0.01% 240
2021
Q3 		$89K Sell
5,142
-6,054
-54% -$108K 0.03% 215
2021
Q2 		$194K Sell
11,196
-798
-7% -$13.5K 0.06% 175
2021
Q1 		$192K Sell
11,994
-21,906
-65% -$343K 0.06% 171
2020
Q4 		$514K Sell
33,900
-2,580
-7% -$36.9K 0.16% 66
2020
Q3 		$490K Sell
36,480
-12,090
-25% -$161K 0.17% 64
2020
Q2 		$607K Sell
48,570
-104,586
-68% -$1.22M 0.22% 52
2020
Q1 		$1.56M Buy
153,156
+109,392
+250% +$1.33M 0.69% 42
2019
Q4 		$560K Buy
43,764
+162
+0.4% +$1.99K 0.2% 53
2019
Q3 		$515K Buy
43,602
+20,604
+90% +$243K 0.2% 52
2019
Q2 		$269K Sell
22,998
-1,818
-7% -$20.9K 0.1% 128
2019
Q1 		$280K Sell
24,816
-110,052
-82% -$1.19M 0.11% 121
2018
Q4 		$1.34M Buy
134,868
+132,516
+5,634% +$1.42M 0.58% 44
2018
Q3 		$27K Buy
2,352
+1,356
+136% +$15.4K 0.01% 198
2018
Q2 		$11K Sell
996
-35,496
-97% -$383K ﹤0.01% 267
2018
Q1 		$384K Sell
36,492
-94,980
-72% -$1.03M 0.14% 79
2017
Q4 		$1.4M Buy
131,472
+130,182
+10,092% +$1.35M 0.51% 43
2017
Q3 		$13K Buy
+1,290
New +$12.7K ﹤0.01% 267
2017
Q2 		– Sell
-8,688
Closed -$81K – 244
2017
Q1 		$81K Buy
8,688
+8,478
+4,037% +$78.4K 0.03% 167
2016
Q4 		$2K Sell
210
-54
-20% -$469 ﹤0.01% 260
2016
Q3 		$2K Buy
+264
New +$2.26K ﹤0.01% 257
2016
Q2 		– Sell
-714
Closed -$6K – 229
2016
Q1 		$6K Sell
714
-3,330
-82% -$25.7K ﹤0.01% 133
2015
Q4 		$33K Buy
4,044
+894
+28% +$7.29K 0.01% 102
2015
Q3 		$24K Buy
3,150
+1,818
+136% +$14.7K 0.01% 106
2015
Q2 		$11K Buy
+1,332
New +$11.2K ﹤0.01% 142
2014
Q4 		– Sell
-48
Closed – – 173
2014
Q3 		$0 Sell
48
-78
-62% -$614 ﹤0.01% 170
2014
Q2 		$1K Buy
+126
New +$954 ﹤0.01% 146

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Contravisory Investment Management's SCHX Position: Q2 2026 in Review

Contravisory Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, selling an estimated $26.7K and leaving 6,813 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #211.

Contravisory Investment Management first reported a position in SCHX in Q2 2014 and has held it in 45 quarters since. The position peaked at $1.56M in Q1 2020. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Contravisory Investment Management held 6,813 shares of Schwab US Large- Cap ETF worth $201K as of Q2 2026.
  • Contravisory Investment Management sold 935 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $26.7K.
  • Schwab US Large- Cap ETF made up 0.04% of Contravisory Investment Management's portfolio in Q2 2026, its #211 holding.
  • Contravisory Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2014 and has held it in 45 quarters since.
  • Contravisory Investment Management's Schwab US Large- Cap ETF position peaked at $1.56M in Q1 2020.
  • 468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.