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Davis Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Davis Wealth Advisors’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 		$755K Sell
25,667
-6,426
-20% -$183K 0.58% 43
2026
Q1 		$823K Buy
32,093
+2,094
+7% +$56.2K 0.68% 39
2025
Q4 		$807K Buy
29,999
+4,405
+17% +$118K 0.67% 37
2025
Q3 		$674K Buy
25,594
+42
+0.2% +$1.07K 0.61% 41
2025
Q2 		$624K Sell
25,552
-4,102
-14% -$92.7K 0.66% 40
2025
Q1 		$655K Sell
29,654
-715
-2% -$16.6K 0.74% 35
2024
Q4 		$704K Buy
+30,369
New +$708K 0.77% 33

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

Davis Wealth Advisors's SCHX Position: Q2 2026 in Review

Davis Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2026, selling an estimated $183K and leaving 25,667 shares worth $755K. The position accounts for 0.58% of the portfolio, ranked #43.

Davis Wealth Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q1 2026. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Davis Wealth Advisors held 25,667 shares of Schwab US Large- Cap ETF worth $755K as of Q2 2026.
  • Davis Wealth Advisors sold 6,426 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $183K.
  • Schwab US Large- Cap ETF made up 0.58% of Davis Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Davis Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Davis Wealth Advisors's Schwab US Large- Cap ETF position peaked at $823K in Q1 2026.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.