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Crewe Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crewe Advisors’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 		$1.35M Buy
45,910
+19
+0% +$543 0.1% 74
2026
Q1 		$1.18M Buy
45,891
+480
+1% +$12.9K 0.1% 76
2025
Q4 		$1.22M Sell
45,411
-3,961
-8% -$106K 0.11% 73
2025
Q3 		$1.3M Buy
49,372
+492
+1% +$12.5K 0.12% 72
2025
Q2 		$1.19M Buy
48,880
+259
+0.5% +$5.86K 0.17% 56
2025
Q1 		$1.07M Buy
48,621
+1,902
+4% +$44.3K 0.15% 55
2024
Q4 		$1.08M Buy
46,719
+33
+0.1% +$769 0.15% 51
2024
Q3 		$1.06M Buy
46,686
+69
+0.1% +$1.5K 0.12% 53
2024
Q2 		$998K Buy
46,617
+93
+0.2% +$1.92K 0.11% 70
2024
Q1 		$962K Buy
46,524
+33
+0.1% +$650 0.11% 71
2023
Q4 		$874K Buy
46,491
+48
+0.1% +$843 0.14% 41
2023
Q3 		$783K Sell
46,443
-405
-0.9% -$7.11K 0.14% 38
2023
Q2 		$818K Buy
46,848
+2,724
+6% +$45K 0.11% 57
2023
Q1 		$711K Buy
44,124
+837
+2% +$13.2K 0.1% 66
2022
Q4 		$651K Sell
43,287
-5,433
-11% -$82.2K 0.1% 70
2022
Q3 		$688K Buy
48,720
+14,430
+42% +$226K 0.12% 56
2022
Q2 		$510K Buy
34,290
+27
+0.1% +$438 0.11% 59
2022
Q1 		$615K Buy
34,263
+987
+3% +$17.5K 0.12% 48
2021
Q4 		$631K Buy
33,276
+4,824
+17% +$89.1K 0.13% 40
2021
Q3 		$493K Hold
28,452
– – 0.12% 37
2021
Q2 		$493K Buy
+28,452
New +$480K 0.12% 36

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

Crewe Advisors's SCHX Position: Q2 2026 in Review

Crewe Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, buying an estimated $543 and bringing the position to 45,910 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #74.

Crewe Advisors first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Crewe Advisors held 45,910 shares of Schwab US Large- Cap ETF worth $1.35M as of Q2 2026.
  • Crewe Advisors bought 19 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $543.
  • Schwab US Large- Cap ETF made up 0.1% of Crewe Advisors's portfolio in Q2 2026, its #74 holding.
  • Crewe Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.