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Great Valley Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Great Valley Advisor Group’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 		$1.94M Sell
66,059
-3,113
-5% -$88.9K 0.03% 410
2026
Q1 		$1.77M Buy
69,172
+31
+0% +$832 0.03% 399
2025
Q4 		$1.86M Sell
69,141
-2,347
-3% -$62.7K 0.04% 355
2025
Q3 		$1.88M Sell
71,488
-2,414
-3% -$61.3K 0.04% 353
2025
Q2 		$1.81M Sell
73,902
-6,240
-8% -$141K 0.04% 335
2025
Q1 		$1.77M Buy
80,142
+15,706
+24% +$366K 0.04% 332
2024
Q4 		$1.49M Buy
64,436
+1,763
+3% +$41.1K 0.03% 365
2024
Q3 		$1.42M Sell
62,673
-2,910
-4% -$63.4K 0.03% 367
2024
Q2 		$1.4M Buy
65,583
+1,830
+3% +$37.8K 0.04% 323
2024
Q1 		$1.32M Sell
63,753
-5,520
-8% -$109K 0.04% 325
2023
Q4 		$1.3M Sell
69,273
-6,186
-8% -$109K 0.05% 300
2023
Q3 		$1.27M Sell
75,459
-372
-0.5% -$6.53K 0.05% 280
2023
Q2 		$1.32M Sell
75,831
-825
-1% -$13.6K 0.06% 274
2023
Q1 		$1.24M Buy
76,656
+2,109
+3% +$33.2K 0.06% 279
2022
Q4 		$1.12M Buy
74,547
+13,119
+21% +$199K 0.06% 312
2022
Q3 		$867K Buy
61,428
+39
+0.1% +$612 0.05% 327
2022
Q2 		$913K Buy
61,389
+49,512
+417% +$802K 0.05% 325
2022
Q1 		$349K Sell
11,877
-5,697
-32% -$101K 0.02% 461
2021
Q4 		$313K Hold
17,574
– – 0.02% 481
2021
Q3 		$304K Sell
17,574
-648
-4% -$11.6K 0.02% 461
2021
Q2 		$301K Buy
18,222
+918
+5% +$15.5K 0.02% 451
2021
Q1 		$277K Sell
17,304
-7,086
-29% -$111K 0.03% 422
2020
Q4 		$370K Buy
24,390
+5,040
+26% +$72.1K 0.04% 331
2020
Q3 		$260K Sell
19,350
-390
-2% -$5.18K 0.03% 354
2020
Q2 		$244K Buy
+19,740
New +$230K 0.04% 355

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

Great Valley Advisor Group's SCHX Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q2 2026, selling an estimated $88.9K and leaving 66,059 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #410.

Great Valley Advisor Group first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Great Valley Advisor Group held 66,059 shares of Schwab US Large- Cap ETF worth $1.94M as of Q2 2026.
  • Great Valley Advisor Group sold 3,113 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $88.9K.
  • Schwab US Large- Cap ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #410 holding.
  • Great Valley Advisor Group first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.