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Elgethun Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elgethun Capital Management’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 		$2.29M Sell
77,853
-415
-0.5% -$11.8K 0.32% 47
2026
Q1 		$2.01M Sell
78,268
-197
-0.3% -$5.29K 0.33% 46
2025
Q4 		$2.11M Sell
78,465
-6,734
-8% -$180K 0.36% 47
2025
Q3 		$2.24M Sell
85,199
-2,419
-3% -$61.4K 0.41% 42
2025
Q2 		$2.14M Sell
87,618
-21,113
-19% -$477K 0.43% 41
2025
Q1 		$2.4M Sell
108,731
-3,240
-3% -$75.4K 0.54% 38
2024
Q4 		$2.6M Sell
111,971
-8,344
-7% -$194K 0.63% 38
2024
Q3 		$2.72M Sell
120,315
-3,477
-3% -$75.8K 0.64% 41
2024
Q2 		$2.65M Buy
123,792
+930
+0.8% +$19.2K 0.67% 40
2024
Q1 		$2.55M Sell
122,862
-2,145
-2% -$42.2K 0.64% 41
2023
Q4 		$2.35M Buy
125,007
+2,709
+2% +$47.6K 0.67% 43
2023
Q3 		$2.06M Sell
122,298
-273
-0.2% -$4.79K 0.62% 43
2023
Q2 		$2.14M Sell
122,571
-3,609
-3% -$59.6K 0.64% 45
2023
Q1 		$2.04M Buy
126,180
+3,546
+3% +$55.8K 0.65% 47
2022
Q4 		$1.83M Sell
122,634
-5,004
-4% -$75.7K 0.66% 42
2022
Q3 		$1.8M Sell
127,638
-5,817
-4% -$91.3K 0.72% 43
2022
Q2 		$1.98M Buy
133,455
+1,812
+1% +$29.4K 0.77% 43
2022
Q1 		$2.36M Buy
131,643
+39
+0% +$690 0.8% 40
2021
Q4 		$2.5M Sell
131,604
-4,440
-3% -$82K 0.87% 40
2021
Q3 		$2.36M Buy
136,044
+666
+0.5% +$11.9K 0.81% 40
2021
Q2 		$2.35M Sell
135,378
-4,386
-3% -$74K 0.81% 40
2021
Q1 		$2.24M Sell
139,764
-282
-0.2% -$4.42K 0.87% 36
2020
Q4 		$2.12M Sell
140,046
-3,318
-2% -$47.5K 0.91% 34
2020
Q3 		$1.93M Buy
143,364
+390
+0.3% +$5.18K 1.06% 31
2020
Q2 		$1.77M Sell
142,974
-68,184
-32% -$795K 1.03% 33
2020
Q1 		$2.16M Buy
211,158
+34,848
+20% +$423K 1.2% 31
2019
Q4 		$2.26M Buy
176,310
+3,426
+2% +$42K 1.1% 30
2019
Q3 		$2.04M Buy
172,884
+31,278
+22% +$369K 1.08% 31
2019
Q2 		$1.66M Buy
141,606
+8,496
+6% +$97.6K 0.9% 34
2019
Q1 		$1.5M Buy
133,110
+66,414
+100% +$720K 0.87% 37
2018
Q4 		$663K Buy
+66,696
New +$716K 0.46% 54

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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Elgethun Capital Management's SCHX Position: Q2 2026 in Review

Elgethun Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.53% in Q2 2026, selling an estimated $11.8K and leaving 77,853 shares worth $2.29M. The position accounts for 0.32% of the portfolio, ranked #47.

Elgethun Capital Management first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.72M in Q3 2024. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Elgethun Capital Management held 77,853 shares of Schwab US Large- Cap ETF worth $2.29M as of Q2 2026.
  • Elgethun Capital Management sold 415 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab US Large- Cap ETF made up 0.32% of Elgethun Capital Management's portfolio in Q2 2026, its #47 holding.
  • Elgethun Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Elgethun Capital Management's Schwab US Large- Cap ETF position peaked at $2.72M in Q3 2024.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.