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

EWA 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 		$2.29M Sell
77,976
-21,815
-22% -$623K 0.42% 38
2026
Q1 		$2.56M Sell
99,791
-29,656
-23% -$796K 0.58% 30
2025
Q4 		$3.48M Buy
129,447
+119,560
+1,209% +$3.19M 0.85% 27
2025
Q3 		$260K Buy
9,887
+28
+0.3% +$711 0.07% 157
2025
Q2 		$241K Sell
9,859
-611
-6% -$13.8K 0.08% 153
2025
Q1 		$231K Sell
10,470
-678
-6% -$15.8K 0.09% 128
2024
Q4 		$258K Sell
11,148
-22,185
-67% -$517K 0.1% 116
2024
Q3 		$261K Buy
+33,333
New +$726K 0.09% 114

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

EWA LLC's SCHX Position: Q2 2026 in Review

EWA LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q2 2026, selling an estimated $623K and leaving 77,976 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #38.

EWA LLC first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • EWA LLC held 77,976 shares of Schwab US Large- Cap ETF worth $2.29M as of Q2 2026.
  • EWA LLC sold 21,815 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $623K.
  • Schwab US Large- Cap ETF made up 0.42% of EWA LLC's portfolio in Q2 2026, its #38 holding.
  • EWA LLC first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • EWA LLC's Schwab US Large- Cap ETF position peaked at $3.48M in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.