GA
SCHX icon

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

Gordian 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 		$32.3M Sell
1,098,792
-4,658
-0.4% -$133K 19.02% 2
2026
Q1 		$28.3M Sell
1,103,450
-5,296
-0.5% -$142K 18.85% 2
2025
Q4 		$29.8M Sell
1,108,746
-43,258
-4% -$1.16M 19.77% 2
2025
Q3 		$30.3M Sell
1,152,004
-2,260
-0.2% -$57.4K 20.39% 2
2025
Q2 		$28.2M Sell
1,154,264
-31,718
-3% -$717K 20.19% 2
2025
Q1 		$26.2M Sell
1,185,982
-1,469
-0.1% -$34.2K 20.81% 2
2024
Q4 		$27.5M Sell
1,187,451
-40,371
-3% -$941K 21.78% 2
2024
Q3 		$27.8M Sell
1,227,822
-47,838
-4% -$1.04M 22.15% 1
2024
Q2 		$27.3M Sell
1,275,660
-58,116
-4% -$1.2M 26.33% 1
2024
Q1 		$27.6M Sell
1,333,776
-53,496
-4% -$1.05M 25.4% 1
2023
Q4 		$26.1M Buy
+1,387,272
New +$24.4M 25.71% 1

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

Gordian Advisors's SCHX Position: Q2 2026 in Review

Gordian Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.42% in Q2 2026, selling an estimated $133K and leaving 1,098,792 shares worth $32.3M. The position accounts for 19.02% of the portfolio, ranked #2.

Gordian Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gordian Advisors held 1,098,792 shares of Schwab US Large- Cap ETF worth $32.3M as of Q2 2026.
  • Gordian Advisors sold 4,658 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $133K.
  • Schwab US Large- Cap ETF made up 19.02% of Gordian Advisors's portfolio in Q2 2026, its #2 holding.
  • Gordian Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gordian Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.