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Essex LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Essex LLC’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 		$27.9M Buy
946,412
+7,717
+0.8% +$220K 4.23% 6
2026
Q1 		$24.1M Buy
938,695
+2,707
+0.3% +$72.6K 4.25% 5
2025
Q4 		$25.2M Sell
935,988
-7,026
-0.7% -$188K 4.46% 5
2025
Q3 		$24.8M Sell
943,014
-7,368
-0.8% -$187K 4.5% 3
2025
Q2 		$23.2M Sell
950,382
-18,935
-2% -$428K 4.57% 5
2025
Q1 		$21.4M Buy
969,317
+59,914
+7% +$1.39M 4.64% 5
2024
Q4 		$21.1M Buy
909,403
+42,430
+5% +$989K 4.42% 5
2024
Q3 		$19.6M Buy
866,973
+107,961
+14% +$2.35M 4.02% 5
2024
Q2 		$16.3M Buy
759,012
+51,522
+7% +$1.06M 3.64% 5
2024
Q1 		$14.6M Buy
707,490
+40,269
+6% +$793K 3.37% 6
2023
Q4 		$12.5M Buy
667,221
+88,281
+15% +$1.55M 3.12% 6
2023
Q3 		$9.76M Buy
578,940
+57,435
+11% +$1.01M 2.74% 6
2023
Q2 		$9.1M Buy
521,505
+89,523
+21% +$1.48M 2.54% 5
2023
Q1 		$6.5M Hold
431,982
– – 1.97% 9
2022
Q4 		$6.5M Buy
431,982
+10,575
+3% +$160K 1.97% 9
2022
Q3 		$5.95M Buy
421,407
+24,708
+6% +$388K 1.96% 10
2022
Q2 		$5.91M Buy
396,699
+7,701
+2% +$125K 1.83% 13
2022
Q1 		$6.98M Buy
388,998
+25,422
+7% +$450K 1.89% 12
2021
Q4 		$6.9M Buy
363,576
+11,640
+3% +$215K 1.85% 12
2021
Q3 		$6.1M Buy
+351,936
New +$6.28M 1.69% 13

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

Essex LLC's SCHX Position: Q2 2026 in Review

Essex LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.82% in Q2 2026, buying an estimated $220K and bringing the position to 946,412 shares worth $27.9M. The position accounts for 4.23% of the portfolio, ranked #6.

Essex LLC first reported a position in SCHX in Q3 2021 and has held it in 20 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Essex LLC held 946,412 shares of Schwab US Large- Cap ETF worth $27.9M as of Q2 2026.
  • Essex LLC bought 7,717 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $220K.
  • Schwab US Large- Cap ETF made up 4.23% of Essex LLC's portfolio in Q2 2026, its #6 holding.
  • Essex LLC first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.