Gradient Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.65M | Sell |
259,820
-1,352
| -0.5% | -$38.6K | 1.77% | 16 |
|
|
2026
Q1 | $6.7M | Sell |
261,172
-4,688
| -2% | -$126K | 1.74% | 16 |
|
|
2025
Q4 | $7.15M | Sell |
265,860
-13,917
| -5% | -$372K | 1.84% | 15 |
|
|
2025
Q3 | $7.37M | Sell |
279,777
-2,673
| -0.9% | -$67.9K | 1.98% | 13 |
|
|
2025
Q2 | $6.9M | Buy |
282,450
+5,820
| +2% | +$132K | 2.04% | 13 |
|
|
2025
Q1 | $6.11M | Sell |
276,630
-6,858
| -2% | -$160K | 1.99% | 11 |
|
|
2024
Q4 | $6.57M | Sell |
283,488
-6,801
| -2% | -$159K | 2.12% | 12 |
|
|
2024
Q3 | $6.57M | Sell |
290,289
-14,238
| -5% | -$310K | 2.17% | 11 |
|
|
2024
Q2 | $6.52M | Sell |
304,527
-7,716
| -2% | -$159K | 2.33% | 11 |
|
|
2024
Q1 | $6.46M | Sell |
312,243
-20,337
| -6% | -$400K | 2.37% | 10 |
|
|
2023
Q4 | $6.25M | Sell |
332,580
-13,797
| -4% | -$242K | 2.38% | 10 |
|
|
2023
Q3 | $5.84M | Sell |
346,377
-13,773
| -4% | -$242K | 2.44% | 11 |
|
|
2023
Q2 | $6.29M | Sell |
360,150
-1,587
| -0.4% | -$26.2K | 2.52% | 11 |
|
|
2023
Q1 | $5.83M | Sell |
361,737
-12,210
| -3% | -$192K | 2.48% | 12 |
|
|
2022
Q4 | $5.63M | Buy |
373,947
+21,459
| +6% | +$325K | 2.56% | 11 |
|
|
2022
Q3 | $4.98M | Buy |
352,488
+60,834
| +21% | +$954K | 2.38% | 12 |
|
|
2022
Q2 | $4.34M | Buy |
291,654
+8,211
| +3% | +$133K | 2.08% | 12 |
|
|
2022
Q1 | $5.09M | Buy |
283,443
+5,397
| +2% | +$95.5K | 2.16% | 10 |
|
|
2021
Q4 | $5.28M | Sell |
278,046
-7,806
| -3% | -$144K | 2.2% | 10 |
|
|
2021
Q3 | $4.96M | Sell |
285,852
-6,078
| -2% | -$108K | 2.27% | 10 |
|
|
2021
Q2 | $5.06M | Sell |
291,930
-6,372
| -2% | -$108K | 2.37% | 10 |
|
|
2021
Q1 | $4.77M | Sell |
298,302
-7,446
| -2% | -$117K | 2.53% | 9 |
|
|
2020
Q4 | $4.63M | Sell |
305,748
-21,054
| -6% | -$301K | 2.64% | 9 |
|
|
2020
Q3 | $4.39M | Sell |
326,802
-62,514
| -16% | -$831K | 2.74% | 7 |
|
|
2020
Q2 | $4.81M | Sell |
389,316
-68,820
| -15% | -$802K | 3.25% | 6 |
|
|
2020
Q1 | $4.68M | Buy |
458,136
+117,720
| +35% | +$1.43M | 3.78% | 6 |
|
|
2019
Q4 | $4.36M | Sell |
340,416
-26,028
| -7% | -$319K | 3.03% | 8 |
|
|
2019
Q3 | $4.33M | Sell |
366,444
-48,372
| -12% | -$570K | 3.24% | 8 |
|
|
2019
Q2 | $4.85M | Sell |
414,816
-47,706
| -10% | -$548K | 3.73% | 7 |
|
|
2019
Q1 | $5.21M | Sell |
462,522
-39,252
| -8% | -$425K | 4.16% | 6 |
|
|
2018
Q4 | $4.99M | Buy |
501,774
+160,074
| +47% | +$1.72M | 4.31% | 6 |
|
|
2018
Q3 | $3.96M | Sell |
341,700
-36,540
| -10% | -$415K | 3.34% | 7 |
|
|
2018
Q2 | $4.1M | Sell |
378,240
-37,224
| -9% | -$401K | 3.81% | 6 |
|
|
2018
Q1 | $4.37M | Buy |
415,464
+106,920
| +35% | +$1.16M | 4.36% | 5 |
|
|
2017
Q4 | $3.28M | Buy |
+308,544
| New | +$3.2M | 3.36% | 6 |
|
Other funds holding SCHX
MGIA
HSA
SFG
DE
Gradient Capital Advisors's SCHX Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q2 2026, selling an estimated $38.6K and leaving 259,820 shares worth $7.65M. The position accounts for 1.77% of the portfolio, ranked #16.
Gradient Capital Advisors first reported a position in SCHX in Q4 2017 and has held it in 35 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- Gradient Capital Advisors held 259,820 shares of Schwab US Large- Cap ETF worth $7.65M as of Q2 2026.
- Gradient Capital Advisors sold 1,352 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38.6K.
- Schwab US Large- Cap ETF made up 1.77% of Gradient Capital Advisors's portfolio in Q2 2026, its #16 holding.
- Gradient Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.