Coston McIsaac & Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Coston McIsaac & Partners’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	$174K	Hold	5,943	–	–	0.04%	174
2026 Q1	$152K	Hold	5,943	–	–	0.03%	180
2025 Q4	$159K	Hold	5,943	–	–	0.04%	166
2025 Q3	$156K	Hold	5,943	–	–	0.04%	171
2025 Q2	$145K	Hold	5,943	–	–	0.04%	171
2025 Q1	$131K	Hold	5,943	–	–	0.04%	153
2024 Q4	$137K	Hold	5,943	–	–	0.04%	153
2024 Q3	$134K	Buy	5,943 +3,840	+183%	+$83.7K	0.04%	154
2024 Q2	$45K	Hold	2,103	–	–	0.01%	278
2024 Q1	$43K	Hold	2,103	–	–	0.01%	294
2023 Q4	$39K	Hold	2,103	–	–	0.01%	300
2023 Q3	$35K	Hold	2,103	–	–	0.01%	298
2023 Q2	$36K	Hold	2,103	–	–	0.01%	328
2023 Q1	$33K	Hold	2,103	–	–	0.01%	336
2022 Q4	$31K	Buy	+2,103	New	+$31.8K	0.01%	355

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

Coston McIsaac & Partners's SCHX Position: Q2 2026 in Review

Coston McIsaac & Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 5,943 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #174.

Coston McIsaac & Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Coston McIsaac & Partners held 5,943 shares of Schwab US Large- Cap ETF worth $174K as of Q2 2026.
Coston McIsaac & Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.04% of Coston McIsaac & Partners's portfolio in Q2 2026, its #174 holding.
Coston McIsaac & Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.