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G&S Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

G&S Capital’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 		$246K Buy
+8,359
New +$239K 0.07% 144

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

G&S Capital's SCHX Position: Q2 2026 in Review

G&S Capital opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 8,359 shares worth $246K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings.

316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • G&S Capital held 8,359 shares of Schwab US Large- Cap ETF worth $246K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new G&S Capital position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.07% of G&S Capital's portfolio in Q2 2026, its #144 holding.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.