Ellevest Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ellevest Inc’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	$632K	Buy	+20,992	New	+$599K	0.07%	199
2026 Q1	–	Sell	-9,155	Closed	-$246K	–	457
2025 Q4	$246K	Buy	+9,155	New	+$244K	0.03%	366
2023 Q2	–	Sell	-882	Closed	-$14.2K	–	1388
2023 Q1	$14.2K	Sell	882 -3,477	-80%	-$54.7K	﹤0.01%	942
2022 Q4	$65.6K	Buy	4,359 +3,729	+592%	+$56.4K	0.01%	543
2022 Q3	$9K	Buy	630 +288	+84%	+$4.52K	﹤0.01%	1041
2022 Q2	$5K	Hold	342	–	–	﹤0.01%	1023
2022 Q1	$6K	Hold	342	–	–	﹤0.01%	1002
2021 Q4	$6K	Sell	342 -1,584	-82%	-$29.3K	﹤0.01%	966
2021 Q3	$33K	Buy	+1,926	New	+$34.3K	﹤0.01%	567
2019 Q1	–	Sell	-6	Closed	–	–	350
2018 Q4	$0	Buy	+6	New	+$64	﹤0.01%	516

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Ellevest Inc's SCHX Position: Q2 2026 in Review

Ellevest Inc opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 20,992 shares worth $632K. The stake represents 0.07% of the portfolio and ranks #199 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in SCHX as recently as Q4 2025.

Ellevest Inc first reported a position in SCHX in Q4 2018 and has held it in 10 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ellevest Inc held 20,992 shares of Schwab US Large- Cap ETF worth $632K as of Q2 2026.
Schwab US Large- Cap ETF was a new Ellevest Inc position in Q2 2026.
Schwab US Large- Cap ETF made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #199 holding.
Ellevest Inc first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 10 quarters since.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.