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Cross Staff Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cross Staff Investments’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 		$2.37M Buy
80,494
+801
+1% +$22.9K 1.33% 17
2026
Q1 		$2.04M Buy
79,693
+3,160
+4% +$84.8K 1.04% 18
2025
Q4 		$2.06M Buy
76,533
+226
+0.3% +$6.04K 1.13% 20
2025
Q3 		$2.01M Sell
76,307
-1,977
-3% -$50.2K 1.4% 17
2025
Q2 		$1.91M Sell
78,284
-347
-0.4% -$7.84K 1.42% 19
2025
Q1 		$1.74M Sell
78,631
-764
-1% -$17.8K 1.31% 19
2024
Q4 		$1.84M Buy
79,395
+51
+0.1% +$1.19K 1.28% 20
2024
Q3 		$1.79M Buy
79,344
+102
+0.1% +$2.22K 1.39% 16
2024
Q2 		$1.7M Hold
79,242
– – 1.41% 18
2024
Q1 		$1.64M Buy
79,242
+945
+1% +$18.6K 1.38% 16
2023
Q4 		$1.47M Buy
78,297
+42
+0.1% +$738 1.3% 18
2023
Q3 		$1.32M Sell
78,255
-6,558
-8% -$115K 1.29% 17
2023
Q2 		$1.48M Buy
84,813
+39
+0% +$644 1.36% 15
2023
Q1 		$1.37M Buy
84,774
+138
+0.2% +$2.17K 1.35% 16
2022
Q4 		$1.27M Buy
84,636
+48
+0.1% +$727 1.34% 17
2022
Q3 		$1.19M Sell
84,588
-5,085
-6% -$79.8K 1.34% 14
2022
Q2 		$1.33M Buy
89,673
+414
+0.5% +$6.71K 1.47% 13
2022
Q1 		$1.6M Buy
89,259
+2,097
+2% +$37.1K 1.48% 13
2021
Q4 		$1.65M Buy
+87,162
New +$1.61M 1.48% 14

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

Cross Staff Investments's SCHX Position: Q2 2026 in Review

Cross Staff Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q2 2026, buying an estimated $22.9K and bringing the position to 80,494 shares worth $2.37M. The position accounts for 1.33% of the portfolio, ranked #17.

Cross Staff Investments first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cross Staff Investments held 80,494 shares of Schwab US Large- Cap ETF worth $2.37M as of Q2 2026.
  • Cross Staff Investments bought 801 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $22.9K.
  • Schwab US Large- Cap ETF made up 1.33% of Cross Staff Investments's portfolio in Q2 2026, its #17 holding.
  • Cross Staff Investments first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.