First Trust Advisors
SCHX icon

First Trust Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Trust Advisors’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 		$493K Sell
16,756
-3,053
-15% -$87.2K ﹤0.01% 2407
2026
Q1 		$508K Buy
19,809
+2,853
+17% +$76.5K ﹤0.01% 2352
2025
Q4 		$456K Sell
16,956
-16,400
-49% -$438K ﹤0.01% 2356
2025
Q3 		$879K Buy
33,356
+7,469
+29% +$190K ﹤0.01% 2144
2025
Q2 		$633K Buy
+25,887
New +$585K ﹤0.01% 2198

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

First Trust Advisors's SCHX Position: Q2 2026 in Review

First Trust Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, selling an estimated $87.2K and leaving 16,756 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

First Trust Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $879K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • First Trust Advisors held 16,756 shares of Schwab US Large- Cap ETF worth $493K as of Q2 2026.
  • First Trust Advisors sold 3,053 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $87.2K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2407 holding.
  • First Trust Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • First Trust Advisors's Schwab US Large- Cap ETF position peaked at $879K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.