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

Family 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 		$1.8M Sell
61,121
-165
-0.3% -$4.71K 0.18% 98
2026
Q1 		$1.57M Buy
61,286
+8
+0% +$215 0.19% 98
2025
Q4 		$1.65M Sell
61,278
-401
-0.7% -$10.7K 0.21% 85
2025
Q3 		$1.62M Buy
61,679
+8
+0% +$203 0.22% 86
2025
Q2 		$1.51M Buy
61,671
+9
+0% +$203 0.23% 82
2025
Q1 		$1.36M Sell
61,662
-1,078
-2% -$25.1K 0.22% 81
2024
Q4 		$1.45M Buy
62,740
+10
+0% +$233 0.23% 79
2024
Q3 		$1.42M Sell
62,730
-120
-0.2% -$2.62K 0.23% 74
2024
Q2 		$1.35M Sell
62,850
-96
-0.2% -$1.98K 0.24% 69
2024
Q1 		$1.3M Sell
62,946
-2,349
-4% -$46.2K 0.24% 69
2023
Q4 		$1.23M Sell
65,295
-6,603
-9% -$116K 0.25% 65
2023
Q3 		$1.21M Sell
71,898
-3,435
-5% -$60.3K 0.28% 58
2023
Q2 		$1.32M Sell
75,333
-4,629
-6% -$76.4K 0.29% 57
2023
Q1 		$1.29M Sell
79,962
-11,901
-13% -$187K 0.3% 56
2022
Q4 		$1.38M Buy
91,863
+12
+0% +$182 0.34% 59
2022
Q3 		$1.3M Buy
91,851
+12
+0% +$188 0.33% 63
2022
Q2 		$1.37M Sell
91,839
-2,820
-3% -$45.7K 0.37% 60
2022
Q1 		$1.7M Sell
94,659
-7,311
-7% -$129K 0.47% 50
2021
Q4 		$1.93M Sell
101,970
-1,722
-2% -$31.8K 0.5% 51
2021
Q3 		$1.8M Sell
103,692
-24,600
-19% -$439K 0.5% 53
2021
Q2 		$2.22M Sell
128,292
-3,720
-3% -$62.8K 0.59% 46
2021
Q1 		$2.11M Sell
132,012
-7,926
-6% -$124K 0.66% 46
2020
Q4 		$2.12M Buy
+139,938
New +$2M 0.73% 45

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

Family Management's SCHX Position: Q2 2026 in Review

Family Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, selling an estimated $4.71K and leaving 61,121 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #98.

Family Management first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.22M in Q2 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Family Management held 61,121 shares of Schwab US Large- Cap ETF worth $1.8M as of Q2 2026.
  • Family Management sold 165 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.71K.
  • Schwab US Large- Cap ETF made up 0.18% of Family Management's portfolio in Q2 2026, its #98 holding.
  • Family Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Family Management's Schwab US Large- Cap ETF position peaked at $2.22M in Q2 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.