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Daybright Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Daybright Advisory Services’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 		$2.21M Sell
75,229
-12,476
-14% -$356K 0.53% 33
2026
Q1 		$2.25M Sell
87,705
-3,848
-4% -$103K 0.62% 31
2025
Q4 		$2.46M Buy
+91,553
New +$2.44M 0.66% 30

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

Daybright Advisory Services's SCHX Position: Q2 2026 in Review

Daybright Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, selling an estimated $356K and leaving 75,229 shares worth $2.21M. The position accounts for 0.53% of the portfolio, ranked #33.

Daybright Advisory Services first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Daybright Advisory Services held 75,229 shares of Schwab US Large- Cap ETF worth $2.21M as of Q2 2026.
  • Daybright Advisory Services sold 12,476 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $356K.
  • Schwab US Large- Cap ETF made up 0.53% of Daybright Advisory Services's portfolio in Q2 2026, its #33 holding.
  • Daybright Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Daybright Advisory Services's Schwab US Large- Cap ETF position peaked at $2.46M in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.