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

Guyasuta Investment 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 		$518K Buy
17,616
+970
+6% +$27.7K 0.03% 177
2026
Q1 		$427K Buy
16,646
+1,012
+6% +$27.1K 0.02% 190
2025
Q4 		$421K Buy
15,634
+22
+0.1% +$588 0.02% 182
2025
Q3 		$411K Buy
15,612
+266
+2% +$6.75K 0.02% 182
2025
Q2 		$375K Buy
15,346
+22
+0.1% +$497 0.02% 179
2025
Q1 		$338K Buy
+15,324
New +$357K 0.02% 189

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Guyasuta Investment Advisors's SCHX Position: Q2 2026 in Review

Guyasuta Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q2 2026, buying an estimated $27.7K and bringing the position to 17,616 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #177.

Guyasuta Investment Advisors first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Guyasuta Investment Advisors held 17,616 shares of Schwab US Large- Cap ETF worth $518K as of Q2 2026.
  • Guyasuta Investment Advisors bought 970 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.7K.
  • Schwab US Large- Cap ETF made up 0.03% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • Guyasuta Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.