Hamilton Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hamilton Capital’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
2025 Q2	–	Sell	-68,460	Closed	-$1.51M	–	150
2025 Q1	$1.51M	Sell	68,460 -1,116	-2%	-$26K	0.09%	30
2024 Q4	$1.61M	Sell	69,576 -139,539	-67%	-$3.25M	0.12%	28
2024 Q3	$1.56M	Buy	209,115 +139,086	+199%	+$3.03M	0.12%	28
2024 Q2	$1.5M	Sell	70,029 -1,413	-2%	-$29.2K	0.11%	25
2024 Q1	$1.48M	Sell	71,442 -26,019	-27%	-$512K	0.11%	28
2023 Q4	$1.83M	Buy	+97,461	New	+$1.71M	0.15%	19

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Hamilton Capital's SCHX Position: Q2 2025 in Review

Hamilton Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 68,460 shares — an estimated $1.51M sold.

Hamilton Capital first reported a position in SCHX in Q4 2023 and held it in 6 quarters. The position peaked at $1.83M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Hamilton Capital reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Hamilton Capital sold 68,460 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $1.51M.
Hamilton Capital first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 6 quarters.
Hamilton Capital's Schwab US Large- Cap ETF position peaked at $1.83M in Q4 2023.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Hamilton Capital's 13F filing for Q2 2025, filed 14 Aug 2025.