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

Gables 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	$148K	Hold	5,025	–	–	0.05%	172
2026 Q1	$129K	Hold	5,025	–	–	0.05%	162
2025 Q4	$135K	Hold	5,025	–	–	0.06%	157
2025 Q3	$132K	Hold	5,025	–	–	0.06%	153
2025 Q2	$123K	Hold	5,025	–	–	0.06%	150
2025 Q1	$111K	Hold	5,025	–	–	0.05%	158
2024 Q4	$116K	Hold	5,025	–	–	0.06%	154
2024 Q3	$37.9K	Buy	+5,025	New	+$109K	0.02%	235

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Gables Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 5,025 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #172.

Gables Capital Management first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Gables Capital Management held 5,025 shares of Schwab US Large- Cap ETF worth $148K as of Q2 2026.
Gables Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.05% of Gables Capital Management's portfolio in Q2 2026, its #172 holding.
Gables Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.