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Evolution Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evolution Advisers’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 		$3.06M Buy
103,898
+48,125
+86% +$1.37M 1.12% 14
2026
Q1 		$1.43M Sell
55,773
-3,126
-5% -$83.9K 0.6% 19
2025
Q4 		$1.58M Buy
58,899
+3,126
+6% +$83.5K 0.69% 18
2025
Q3 		$1.47M Hold
55,773
– – 0.66% 18
2025
Q2 		$1.36M Sell
55,773
-99
-0.2% -$2.24K 0.67% 19
2025
Q1 		$1.23M Sell
55,872
-113
-0.2% -$2.63K 0.65% 18
2024
Q4 		$1.3M Sell
55,985
-1,726
-3% -$40.2K 0.71% 20
2024
Q3 		$1.3M Hold
57,711
– – 0.71% 17
2024
Q2 		$1.24M Sell
57,711
-5,406
-9% -$112K 0.71% 17
2024
Q1 		$1.31M Hold
63,117
– – 0.77% 15
2023
Q4 		$1.18M Sell
63,117
-420
-0.7% -$7.38K 0.75% 15
2023
Q3 		$1.07M Buy
63,537
+408
+0.6% +$7.16K 0.78% 15
2023
Q2 		$1.1M Sell
63,129
-1,668
-3% -$27.5K 0.78% 15
2023
Q1 		$1.04M Sell
64,797
-8,736
-12% -$137K 0.75% 16
2022
Q4 		$1.11M Buy
73,533
+47,001
+177% +$711K 0.86% 15
2022
Q3 		$374K Hold
26,532
– – 0.33% 21
2022
Q2 		$399K Hold
26,532
– – 0.33% 21
2022
Q1 		$476K Buy
26,532
+26,334
+13,300% +$466K 0.35% 20
2021
Q4 		$3K Buy
+198
New +$3.66K ﹤0.01% 108

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

Evolution Advisers's SCHX Position: Q2 2026 in Review

Evolution Advisers increased its Schwab US Large- Cap ETF (SCHX) stake by 86% in Q2 2026, buying an estimated $1.37M and bringing the position to 103,898 shares worth $3.06M. The position accounts for 1.12% of the portfolio, ranked #14.

Evolution Advisers first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Evolution Advisers held 103,898 shares of Schwab US Large- Cap ETF worth $3.06M as of Q2 2026.
  • Evolution Advisers bought 48,125 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.37M.
  • Schwab US Large- Cap ETF made up 1.12% of Evolution Advisers's portfolio in Q2 2026, its #14 holding.
  • Evolution Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.