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Global Assets Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Assets Advisory’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 		$258K Buy
+8,749
New +$250K 0.06% 284
2026
Q1 		– Sell
-9,585
Closed -$258K – 550
2025
Q4 		$258K Buy
9,585
+1,399
+17% +$37.4K 0.07% 242
2025
Q3 		$216K Buy
+8,186
New +$208K 0.06% 259
2025
Q2 		– Sell
-15,921
Closed -$334K – 283
2025
Q1 		$334K Buy
+15,921
New +$371K 0.06% 202
2024
Q2 		– Sell
-3,777
Closed -$78K – 418
2024
Q1 		$78K Buy
+3,777
New +$74.4K 0.05% 222

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

Global Assets Advisory's SCHX Position: Q2 2026 in Review

Global Assets Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 8,749 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #284 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in SCHX as recently as Q4 2025.

Global Assets Advisory first reported a position in SCHX in Q1 2024 and has held it in 5 quarters since. The position peaked at $334K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Global Assets Advisory held 8,749 shares of Schwab US Large- Cap ETF worth $258K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Global Assets Advisory position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #284 holding.
  • Global Assets Advisory first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • Global Assets Advisory's Schwab US Large- Cap ETF position peaked at $334K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.