FCM
SCHX icon

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

Flagship Capital 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 		$1.45M Buy
49,189
+954
+2% +$27.2K 0.91% 29
2026
Q1 		$1.24M Sell
48,235
-771
-2% -$20.7K 0.91% 29
2025
Q4 		$1.32M Buy
+49,006
New +$1.31M 0.93% 30

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Flagship Capital Management's SCHX Position: Q2 2026 in Review

Flagship Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q2 2026, buying an estimated $27.2K and bringing the position to 49,189 shares worth $1.45M. The position accounts for 0.91% of the portfolio, ranked #29.

Flagship Capital Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Flagship Capital Management held 49,189 shares of Schwab US Large- Cap ETF worth $1.45M as of Q2 2026.
  • Flagship Capital Management bought 954 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.2K.
  • Schwab US Large- Cap ETF made up 0.91% of Flagship Capital Management's portfolio in Q2 2026, its #29 holding.
  • Flagship Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Flagship Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.