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Empirical Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Empirical Asset 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 		$588K Sell
19,992
-123
-0.6% -$3.51K 0.13% 206
2026
Q1 		$516K Buy
20,115
+169
+0.8% +$4.53K 0.14% 209
2025
Q4 		$537K Buy
19,946
+2,550
+15% +$68.1K 0.15% 191
2025
Q3 		$458K Buy
17,396
+188
+1% +$4.77K 0.13% 240
2025
Q2 		$421K Sell
17,208
-210
-1% -$4.75K 0.13% 223
2025
Q1 		$385K Sell
17,418
-5
-0% -$116 0.13% 223
2024
Q4 		$404K Sell
17,423
-160
-0.9% -$3.73K 0.13% 190
2024
Q3 		$398K Sell
17,583
-105
-0.6% -$2.29K 0.14% 189
2024
Q2 		$379K Sell
17,688
-1,221
-6% -$25.2K 0.14% 210
2024
Q1 		$391K Buy
18,909
+2,403
+15% +$47.3K 0.19% 155
2023
Q4 		$310K Sell
16,506
-51
-0.3% -$896 0.25% 132
2023
Q3 		$279K Buy
16,557
+2,931
+22% +$51.4K 0.24% 127
2023
Q2 		$238K Sell
13,626
-57
-0.4% -$941 0.21% 133
2023
Q1 		$221K Buy
13,683
+15
+0.1% +$236 0.21% 132
2022
Q4 		$206K Buy
+13,668
New +$207K 0.22% 143
2022
Q3 		– Sell
-13,806
Closed -$206K – 173
2022
Q2 		$206K Hold
13,806
– – 0.22% 145
2022
Q1 		$248K Hold
13,806
– – 0.24% 125
2021
Q4 		$262K Buy
+13,806
New +$255K 0.25% 125

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

Empirical Asset Management's SCHX Position: Q2 2026 in Review

Empirical Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.61% in Q2 2026, selling an estimated $3.51K and leaving 19,992 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #206.

Empirical Asset Management first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Empirical Asset Management held 19,992 shares of Schwab US Large- Cap ETF worth $588K as of Q2 2026.
  • Empirical Asset Management sold 123 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.51K.
  • Schwab US Large- Cap ETF made up 0.13% of Empirical Asset Management's portfolio in Q2 2026, its #206 holding.
  • Empirical Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.