Glen Eagle Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Glen Eagle 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	$18.2K	Sell	620 -199	-24%	-$5.68K	﹤0.01%	607
2026 Q1	$21K	Buy	819 +219	+37%	+$5.88K	﹤0.01%	560
2025 Q4	$16.1K	Buy	+600	New	+$16K	﹤0.01%	614
2024 Q2	–	Sell	-75	Closed	-$1.54K	–	1198
2024 Q1	$1.54K	Sell	75 -75	-50%	-$1.48K	﹤0.01%	941
2023 Q4	$2.79K	Buy	150 +3	+2%	+$53	﹤0.01%	824
2023 Q3	$2.5K	Sell	147 -3	-2%	-$53	﹤0.01%	827
2023 Q2	$2.57K	Buy	150 +3	+2%	+$50	﹤0.01%	837
2023 Q1	$2.37K	Buy	147 +63	+75%	+$991	﹤0.01%	827
2022 Q4	$1.28K	Hold	84	–	–	﹤0.01%	977
2022 Q3	$1.2K	Hold	84	–	–	﹤0.01%	948
2022 Q2	$1.26K	Sell	84 -156	-65%	-$2.53K	﹤0.01%	884
2022 Q1	$4.31K	Buy	240 +84	+54%	+$1.49K	﹤0.01%	731
2021 Q4	$2.96K	Hold	156	–	–	﹤0.01%	767
2021 Q3	$2.71K	Hold	156	–	–	﹤0.01%	891
2021 Q2	$2.7K	Hold	156	–	–	﹤0.01%	888
2021 Q1	$2.5K	Hold	156	–	–	﹤0.01%	860
2020 Q4	$2.37K	Hold	156	–	–	﹤0.01%	834
2020 Q3	$2.1K	Hold	156	–	–	﹤0.01%	796
2020 Q2	$1.93K	Hold	156	–	–	﹤0.01%	764
2020 Q1	$1.59K	Hold	156	–	–	﹤0.01%	725
2019 Q4	$2K	Hold	156	–	–	﹤0.01%	777
2019 Q3	$1.84K	Hold	156	–	–	﹤0.01%	711
2019 Q2	$1.82K	Hold	156	–	–	﹤0.01%	706
2019 Q1	$1.76K	Hold	156	–	–	﹤0.01%	665
2018 Q4	$1.55K	Hold	156	–	–	﹤0.01%	646
2018 Q3	$1.81K	Hold	156	–	–	﹤0.01%	635
2018 Q2	$1.69K	Hold	156	–	–	﹤0.01%	622
2018 Q1	$1.64K	Hold	156	–	–	﹤0.01%	610
2017 Q4	$1.66K	Buy	+156	New	+$1.62K	﹤0.01%	582

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

Glen Eagle Advisors's SCHX Position: Q2 2026 in Review

Glen Eagle Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q2 2026, selling an estimated $5.68K and leaving 620 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Glen Eagle Advisors first reported a position in SCHX in Q4 2017 and has held it in 29 quarters since. The position peaked at $21K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Glen Eagle Advisors held 620 shares of Schwab US Large- Cap ETF worth $18.2K as of Q2 2026.
Glen Eagle Advisors sold 199 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.68K.
Schwab US Large- Cap ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #607 holding.
Glen Eagle Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 29 quarters since.
Glen Eagle Advisors's Schwab US Large- Cap ETF position peaked at $21K in Q1 2026.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.