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Csenge Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Csenge Advisory Group’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 		$30.6M Sell
1,040,628
-87,860
-8% -$2.51M 1.24% 14
2026
Q1 		$28.9M Buy
1,128,488
+22,339
+2% +$599K 1.32% 12
2025
Q4 		$29.8M Buy
1,106,149
+59,169
+6% +$1.58M 1.35% 11
2025
Q3 		$27.6M Buy
1,046,980
+63,442
+6% +$1.61M 1.32% 13
2025
Q2 		$22.9M Buy
983,538
+35,842
+4% +$810K 1.21% 13
2025
Q1 		$19.7M Buy
947,696
+177,969
+23% +$4.14M 1.12% 15
2024
Q4 		$17.8M Sell
769,727
-1,266,169
-62% -$29.5M 0.97% 15
2024
Q3 		$15.5M Buy
2,035,896
+1,389,528
+215% +$30.3M 0.81% 21
2024
Q2 		$13.8M Buy
646,368
+14,538
+2% +$300K 0.79% 22
2024
Q1 		$13.1M Sell
631,830
-44,538
-7% -$877K 0.73% 25
2023
Q4 		$12.7M Buy
676,368
+83,958
+14% +$1.47M 0.79% 24
2023
Q3 		$9.99M Buy
592,410
+27,666
+5% +$485K 0.68% 30
2023
Q2 		$9.86M Buy
564,744
+49,161
+10% +$812K 0.66% 30
2023
Q1 		$8.31M Sell
515,583
-615
-0.1% -$9.68K 0.6% 33
2022
Q4 		$7.77M Sell
516,198
-41,694
-7% -$631K 0.6% 34
2022
Q3 		$7.88M Buy
557,892
+27,657
+5% +$434K 0.65% 31
2022
Q2 		$7.89M Buy
530,235
+462,489
+683% +$7.49M 0.66% 28
2022
Q1 		$1.22M Buy
67,746
+15,024
+28% +$266K 0.1% 185
2021
Q4 		$919K Buy
52,722
+3,438
+7% +$63.5K 0.08% 210
2021
Q3 		$864K Sell
49,284
-3,438
-7% -$61.3K 0.07% 249
2021
Q2 		$919K Buy
52,722
+3,606
+7% +$60.8K 0.08% 210
2021
Q1 		$818K Buy
+49,116
New +$769K 0.08% 185
2018
Q4 		– Sell
-5,214
Closed -$56K – 1245
2018
Q3 		$56K Buy
+5,214
New +$59.3K 0.02% 285

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

Csenge Advisory Group's SCHX Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.8% in Q2 2026, selling an estimated $2.51M and leaving 1,040,628 shares worth $30.6M. The position accounts for 1.24% of the portfolio, ranked #14.

Csenge Advisory Group first reported a position in SCHX in Q3 2018 and has held it in 23 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Csenge Advisory Group held 1,040,628 shares of Schwab US Large- Cap ETF worth $30.6M as of Q2 2026.
  • Csenge Advisory Group sold 87,860 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.51M.
  • Schwab US Large- Cap ETF made up 1.24% of Csenge Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Csenge Advisory Group first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 23 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.