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CVA Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

CVA Family Office’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 		$14.7M Sell
498,019
-13,873
-3% -$396K 1.33% 20
2026
Q1 		$13.1M Buy
511,892
+5,169
+1% +$139K 1.38% 17
2025
Q4 		$13.6M Sell
506,723
-218
-0% -$5.82K 1.57% 14
2025
Q3 		$13.4M Buy
506,941
+12,390
+3% +$315K 1.72% 11
2025
Q2 		$12.1M Buy
494,551
+31,621
+7% +$715K 1.7% 12
2025
Q1 		$10.2M Sell
462,930
-4,905
-1% -$114K 1.57% 12
2024
Q4 		$10.8M Buy
467,835
+43,230
+10% +$1.01M 1.72% 11
2024
Q3 		$9.6M Sell
424,605
-7,449
-2% -$162K 1.56% 13
2024
Q2 		$9.25M Buy
432,054
+27,015
+7% +$558K 1.67% 12
2024
Q1 		$8.38M Buy
405,039
+270
+0.1% +$5.32K 1.5% 14
2023
Q4 		$7.61M Buy
404,769
+20,610
+5% +$362K 1.48% 16
2023
Q3 		$6.48M Buy
384,159
+12,627
+3% +$222K 1.48% 17
2023
Q2 		$6.49M Sell
371,532
-13,362
-3% -$221K 1.36% 18
2023
Q1 		$6.21M Sell
384,894
-35,835
-9% -$564K 1.39% 17
2022
Q4 		$6.33M Buy
420,729
+31,719
+8% +$480K 1.54% 15
2022
Q3 		$5.49M Sell
389,010
-50,754
-12% -$796K 1.49% 14
2022
Q2 		$6.55M Sell
439,764
-21,837
-5% -$354K 1.78% 11
2022
Q1 		$8.29M Buy
461,601
+18,621
+4% +$330K 1.98% 10
2021
Q4 		$8.4M Sell
442,980
-18,144
-4% -$335K 2.09% 11
2021
Q3 		$6.2M Buy
461,124
+9,654
+2% +$172K 4.48% 4
2021
Q2 		$7.82M Buy
451,470
+24
+0% +$405 2.23% 11
2021
Q1 		$7.22M Sell
451,446
-1,728
-0.4% -$27.1K 2.74% 6
2020
Q4 		$6.87M Sell
453,174
-7,950
-2% -$114K 4.22% 5
2020
Q3 		$6.2M Buy
461,124
+1,296
+0.3% +$17.2K 4.48% 4
2020
Q2 		$5.68M Buy
459,828
+121,584
+36% +$1.42M 4.67% 4
2020
Q1 		$3.45M Buy
338,244
+70,476
+26% +$856K 3.51% 6
2019
Q4 		$3.43M Buy
+267,768
New +$3.28M 3.16% 7

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

CVA Family Office's SCHX Position: Q2 2026 in Review

CVA Family Office reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q2 2026, selling an estimated $396K and leaving 498,019 shares worth $14.7M. The position accounts for 1.33% of the portfolio, ranked #20.

CVA Family Office first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • CVA Family Office held 498,019 shares of Schwab US Large- Cap ETF worth $14.7M as of Q2 2026.
  • CVA Family Office sold 13,873 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $396K.
  • Schwab US Large- Cap ETF made up 1.33% of CVA Family Office's portfolio in Q2 2026, its #20 holding.
  • CVA Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.