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Eagle Capital Management (Louisiana)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Eagle Capital Management (Louisiana)’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 		$6.51M Buy
221,255
+1,888
+0.9% +$53.9K 2.22% 16
2026
Q1 		$5.63M Sell
219,367
-2,218
-1% -$59.5K 2.22% 18
2025
Q4 		$5.96M Buy
221,585
+3,949
+2% +$105K 2.17% 14
2025
Q3 		$5.73M Buy
217,636
+4,509
+2% +$115K 2.17% 16
2025
Q2 		$5.21M Buy
213,127
+26,798
+14% +$606K 2.29% 15
2025
Q1 		$4.11M Buy
186,329
+1,280
+0.7% +$29.8K 1.82% 21
2024
Q4 		$4.29M Buy
185,049
+780
+0.4% +$18.2K 1.73% 21
2024
Q3 		$4.17M Sell
184,269
-183
-0.1% -$3.99K 1.74% 22
2024
Q2 		$3.95M Sell
184,452
-2,277
-1% -$47.1K 1.74% 21
2024
Q1 		$3.86M Buy
186,729
+4,266
+2% +$84K 1.74% 21
2023
Q4 		$3.43M Buy
182,463
+32,373
+22% +$569K 1.67% 22
2023
Q3 		$2.53M Buy
150,090
+29,061
+24% +$510K 1.39% 22
2023
Q2 		$2.11M Sell
121,029
-1,416
-1% -$23.4K 1.18% 22
2023
Q1 		$1.97M Buy
122,445
+8,340
+7% +$131K 1.29% 20
2022
Q4 		$1.72M Buy
114,105
+1,128
+1% +$17.1K 1.26% 21
2022
Q3 		$1.59M Sell
112,977
-786
-0.7% -$12.3K 1% 27
2022
Q2 		$1.69M Sell
113,763
-387
-0.3% -$6.27K 1.01% 26
2022
Q1 		$2.05M Sell
114,150
-51,462
-31% -$911K 0.76% 31
2021
Q4 		$3.14M Sell
165,612
-10,536
-6% -$195K 0.82% 37
2021
Q3 		$3.05M Sell
176,148
-1,548
-0.9% -$27.6K 0.83% 38
2021
Q2 		$3.08M Buy
177,696
+5,316
+3% +$89.7K 0.87% 37
2021
Q1 		$2.76M Sell
172,380
-55,926
-24% -$876K 0.84% 35
2020
Q4 		$3.46M Buy
228,306
+3,324
+1% +$47.6K 1.24% 28
2020
Q3 		$3.02M Sell
224,982
-1,296
-0.6% -$17.2K 1.25% 26
2020
Q2 		$2.79M Buy
226,278
+78,450
+53% +$914K 1.44% 23
2020
Q1 		$1.51M Sell
147,828
-44,286
-23% -$538K 1.73% 20
2019
Q4 		$2.46M Sell
192,114
-4,080
-2% -$50K 1.29% 30
2019
Q3 		$2.32M Sell
196,194
-2,844
-1% -$33.5K 1.3% 29
2019
Q2 		$2.33M Sell
199,038
-5,940
-3% -$68.2K 1.26% 29
2019
Q1 		$2.31M Sell
204,978
-31,722
-13% -$344K 1.36% 30
2018
Q4 		$2.35M Sell
236,700
-960
-0.4% -$10.3K 1.77% 27
2018
Q3 		$2.75M Buy
237,660
+5,112
+2% +$58.1K 1.55% 28
2018
Q2 		$2.52M Buy
232,548
+44,040
+23% +$475K 1.59% 29
2018
Q1 		$1.98M Sell
188,508
-53,190
-22% -$579K 1.38% 32
2017
Q4 		$2.57M Buy
241,698
+2,604
+1% +$27K 1.38% 34
2017
Q3 		$2.39M Buy
239,094
+2,568
+1% +$25.2K 1.37% 35
2017
Q2 		$2.28M Buy
236,526
+27,192
+13% +$259K 1.36% 35
2017
Q1 		$1.96M Buy
209,334
+14,712
+8% +$136K 1.2% 36
2016
Q4 		$1.73M Buy
194,622
+4,764
+3% +$41.4K 1.13% 39
2016
Q3 		$1.63M Sell
189,858
-2,904
-2% -$24.9K 1.21% 37
2016
Q2 		$1.6M Sell
192,762
-5,010
-3% -$41.2K 1.76% 24
2016
Q1 		$1.61M Sell
197,772
-6,726
-3% -$51.9K 1.61% 24
2015
Q4 		$1.66M Buy
204,498
+1,692
+0.8% +$13.8K 1.62% 24
2015
Q3 		$1.55M Sell
202,806
-8,544
-4% -$69.1K 1.82% 22
2015
Q2 		$1.74M Sell
211,350
-2,166
-1% -$18.2K 1.01% 45
2015
Q1 		$1.76M Sell
213,516
-31,038
-13% -$256K 0.93% 47
2014
Q4 		$2M Buy
244,554
+12,858
+6% +$103K 0.8% 49
2014
Q3 		$1.81M Buy
231,696
+9,822
+4% +$77.3K 0.69% 52
2014
Q2 		$1.73M Buy
221,874
+42,114
+23% +$319K 0.65% 54
2014
Q1 		$1.34M Sell
179,760
-308,034
-63% -$2.26M 0.52% 58
2013
Q4 		$3.58M Buy
+487,794
New +$3.44M 1.55% 16

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s SCHX Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.86% in Q2 2026, buying an estimated $53.9K and bringing the position to 221,255 shares worth $6.51M. The position accounts for 2.22% of the portfolio, ranked #16.

Eagle Capital Management (Louisiana) first reported a position in SCHX in Q4 2013 and has held it in 51 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Eagle Capital Management (Louisiana) held 221,255 shares of Schwab US Large- Cap ETF worth $6.51M as of Q2 2026.
  • Eagle Capital Management (Louisiana) bought 1,888 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $53.9K.
  • Schwab US Large- Cap ETF made up 2.22% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #16 holding.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.