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Global Endowment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Endowment 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 		$13.7M Buy
465,798
+77,853
+20% +$2.22M 1.39% 16
2026
Q1 		$9.95M Buy
387,945
+24,058
+7% +$645K 1.11% 19
2025
Q4 		$9.79M Sell
363,887
-11,235
-3% -$300K 1.22% 18
2025
Q3 		$9.88M Buy
375,122
+1,634
+0.4% +$41.5K 1.24% 18
2025
Q2 		$9.13M Buy
+373,488
New +$8.44M 1.22% 15

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 Endowment Management's SCHX Position: Q2 2026 in Review

Global Endowment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2026, buying an estimated $2.22M and bringing the position to 465,798 shares worth $13.7M. The position accounts for 1.39% of the portfolio, ranked #16.

Global Endowment Management first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Global Endowment Management held 465,798 shares of Schwab US Large- Cap ETF worth $13.7M as of Q2 2026.
  • Global Endowment Management bought 77,853 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.22M.
  • Schwab US Large- Cap ETF made up 1.39% of Global Endowment Management's portfolio in Q2 2026, its #16 holding.
  • Global Endowment Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.