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

Everstar 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	$1.25M	Sell	42,364 -1,587	-4%	-$45.3K	0.6%	46
2026 Q1	$1.13M	Sell	43,951 -114	-0.3%	-$3.06K	0.6%	54
2025 Q4	$1.19M	Buy	44,065 +3	+0%	+$80	0.64%	38
2025 Q3	$1.16M	Sell	44,062 -2,931	-6%	-$74.4K	0.66%	37
2025 Q2	$1.15M	Sell	46,993 -12,953	-22%	-$293K	0.7%	31
2025 Q1	$1.32M	Sell	59,946 -6,115	-9%	-$142K	0.88%	25
2024 Q4	$1.53M	Sell	66,061 -809	-1%	-$18.9K	1.08%	21
2024 Q3	$1.51M	Buy	+66,870	New	+$1.46M	1.04%	22

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

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

Everstar Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q2 2026, selling an estimated $45.3K and leaving 42,364 shares worth $1.25M. The position accounts for 0.6% of the portfolio, ranked #46.

Everstar Asset Management first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Everstar Asset Management held 42,364 shares of Schwab US Large- Cap ETF worth $1.25M as of Q2 2026.
Everstar Asset Management sold 1,587 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $45.3K.
Schwab US Large- Cap ETF made up 0.6% of Everstar Asset Management's portfolio in Q2 2026, its #46 holding.
Everstar Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Schwab US Large- Cap ETF position peaked at $1.53M in Q4 2024.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.