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Haven Private’s Schwab US Large- Cap ETF SCHX Stock Holding History

Haven Private’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 		$263K Sell
8,935
-504
-5% -$14.4K 0.1% 151
2026
Q1 		$242K Hold
9,439
– – 0.11% 153
2025
Q4 		$254K Hold
9,439
– – 0.11% 147
2025
Q3 		$249K Buy
9,439
+70
+0.7% +$1.78K 0.11% 141
2025
Q2 		$229K Sell
9,369
-182
-2% -$4.12K 0.1% 162
2025
Q1 		$211K Buy
9,551
+170
+2% +$3.96K 0.12% 123
2024
Q4 		$217K Buy
+9,381
New +$219K 0.12% 130

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

Haven Private's SCHX Position: Q2 2026 in Review

Haven Private reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q2 2026, selling an estimated $14.4K and leaving 8,935 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #151.

Haven Private first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Haven Private held 8,935 shares of Schwab US Large- Cap ETF worth $263K as of Q2 2026.
  • Haven Private sold 504 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $14.4K.
  • Schwab US Large- Cap ETF made up 0.1% of Haven Private's portfolio in Q2 2026, its #151 holding.
  • Haven Private first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.