CG
SCHX icon

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

Cynosure 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 		– Sell
-282,868
Closed -$7.29M – 246
2026
Q1 		$7.29M Buy
282,868
+11,789
+4% +$316K 0.91% 24
2025
Q4 		$7.29M Sell
271,079
-1,889
-0.7% -$50.4K 0.74% 23
2025
Q3 		$7.19M Buy
272,968
+85,919
+46% +$2.18M 0.78% 25
2025
Q2 		$4.57M Buy
187,049
+541
+0.3% +$12.2K 0.52% 26
2025
Q1 		$4.12M Buy
186,508
+562
+0.3% +$13.1K 0.57% 25
2024
Q4 		$4.31M Buy
185,946
+600
+0.3% +$14K 0.64% 25
2024
Q3 		$4.19M Buy
185,346
+96
+0.1% +$2.09K 0.61% 29
2024
Q2 		$3.97M Hold
185,250
– – 0.64% 27
2024
Q1 		$3.83M Buy
185,250
+48
+0% +$945 0.69% 21
2023
Q4 		$3.48M Buy
185,202
+63
+0% +$1.11K 0.63% 38
2023
Q3 		$3.12M Sell
185,139
-33,942
-15% -$595K 0.96% 33
2023
Q2 		$3.82M Buy
+219,081
New +$3.62M 1.15% 23

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

Cynosure Group's SCHX Position: Q2 2026 in Review

Cynosure Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 282,868 shares — an estimated $7.29M sold.

Cynosure Group first reported a position in SCHX in Q2 2023 and held it in 12 quarters. The position peaked at $7.29M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cynosure Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cynosure Group sold 282,868 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.29M.
  • Cynosure Group first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 12 quarters.
  • Cynosure Group's Schwab US Large- Cap ETF position peaked at $7.29M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.