DA
SCHX icon

Drake & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Drake & Associates’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 		$873K Buy
29,677
+1,445
+5% +$41.3K 0.15% 46
2026
Q1 		$724K Buy
28,232
+4,148
+17% +$111K 0.14% 58
2025
Q4 		$648K Hold
24,084
– – 0.13% 74
2025
Q3 		$645K Buy
+24,084
New +$612K 0.14% 73

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

Drake & Associates's SCHX Position: Q2 2026 in Review

Drake & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q2 2026, buying an estimated $41.3K and bringing the position to 29,677 shares worth $873K. The position accounts for 0.15% of the portfolio, ranked #46.

Drake & Associates first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Drake & Associates held 29,677 shares of Schwab US Large- Cap ETF worth $873K as of Q2 2026.
  • Drake & Associates bought 1,445 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $41.3K.
  • Schwab US Large- Cap ETF made up 0.15% of Drake & Associates's portfolio in Q2 2026, its #46 holding.
  • Drake & Associates first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.