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Crescent Sterling’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crescent Sterling’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 		$753K Buy
25,601
+15,241
+147% +$435K 0.67% 43
2026
Q1 		$266K Buy
10,360
+350
+3% +$9.39K 0.26% 74
2025
Q4 		$269K Buy
10,010
+90
+0.9% +$2.4K 0.28% 69
2025
Q3 		$261K Buy
9,920
+850
+9% +$21.6K 0.27% 68
2025
Q2 		$222K Buy
+9,070
New +$205K 0.25% 69
2025
Q1 		– Sell
-8,920
Closed -$207K – 79
2024
Q4 		$207K Buy
+8,920
New +$208K 0.21% 74

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
SAM
Standpoint Asset Management Scottsdale, Arizona $477M AUM 21.39% 1-Year Est. Return

Crescent Sterling's SCHX Position: Q2 2026 in Review

Crescent Sterling increased its Schwab US Large- Cap ETF (SCHX) stake by 147% in Q2 2026, buying an estimated $435K and bringing the position to 25,601 shares worth $753K. The position accounts for 0.67% of the portfolio, ranked #43.

Crescent Sterling first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Crescent Sterling held 25,601 shares of Schwab US Large- Cap ETF worth $753K as of Q2 2026.
  • Crescent Sterling bought 15,241 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $435K.
  • Schwab US Large- Cap ETF made up 0.67% of Crescent Sterling's portfolio in Q2 2026, its #43 holding.
  • Crescent Sterling first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.