CIC
SCHX icon

Cutler Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cutler Investment Counsel’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 		$2.12M Buy
72,039
+10
+0% +$286 0.2% 76
2026
Q1 		$1.85M Buy
72,029
+11
+0% +$295 0.19% 76
2025
Q4 		$1.94M Buy
72,018
+11
+0% +$294 0.2% 73
2025
Q3 		$1.9M Sell
72,007
-2
-0% -$51 0.2% 71
2025
Q2 		$1.76M Buy
72,009
+18,948
+36% +$428K 0.2% 72
2025
Q1 		$1.17M Sell
53,061
-154
-0.3% -$3.58K 0.14% 75
2024
Q4 		$1.23M Buy
53,215
+127
+0.2% +$2.96K 0.15% 74
2024
Q3 		$1.2M Buy
53,088
+33
+0.1% +$719 0.15% 74
2024
Q2 		$1.14M Buy
53,055
+15
+0% +$310 0.16% 72
2024
Q1 		$1.1M Buy
53,040
+108
+0.2% +$2.13K 0.15% 73
2023
Q4 		$995K Sell
52,932
-6
-0% -$105 0.14% 77
2023
Q3 		$893K Buy
52,938
+9
+0% +$158 0.14% 76
2023
Q2 		$924K Sell
52,929
-375
-0.7% -$6.19K 0.14% 77
2023
Q1 		$859K Buy
53,304
+1,323
+3% +$20.8K 0.13% 78
2022
Q4 		$782K Buy
51,981
+15,888
+44% +$240K 0.12% 80
2022
Q3 		$510K Sell
36,093
-30
-0.1% -$471 0.08% 91
2022
Q2 		$538K Buy
36,123
+1,209
+3% +$19.6K 0.08% 92
2022
Q1 		$627K Buy
+34,914
New +$618K 0.09% 92

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

Cutler Investment Counsel's SCHX Position: Q2 2026 in Review

Cutler Investment Counsel increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $286 and bringing the position to 72,039 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #76.

Cutler Investment Counsel first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cutler Investment Counsel held 72,039 shares of Schwab US Large- Cap ETF worth $2.12M as of Q2 2026.
  • Cutler Investment Counsel bought 10 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $286.
  • Schwab US Large- Cap ETF made up 0.2% of Cutler Investment Counsel's portfolio in Q2 2026, its #76 holding.
  • Cutler Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.