Hazlett, Burt & Watson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hazlett, Burt & Watson’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	$10K	Sell	336 -154	-31%	-$4.4K	﹤0.01%	699
2026 Q1	$13K	Hold	490	–	–	﹤0.01%	654
2025 Q4	$13K	Hold	490	–	–	﹤0.01%	666
2025 Q3	$13K	Hold	490	–	–	﹤0.01%	626
2025 Q2	$12K	Hold	490	–	–	﹤0.01%	562
2025 Q1	$11K	Sell	490 -96	-16%	-$2.23K	﹤0.01%	557
2024 Q4	$13K	Sell	586 -65	-10%	-$1.51K	0.01%	511
2024 Q3	$15K	Sell	651 -660	-50%	-$14.4K	0.01%	493
2024 Q2	$28K	Sell	1,311 -270	-17%	-$5.58K	0.01%	408
2024 Q1	$33K	Hold	1,581	–	–	0.02%	384
2023 Q4	$30K	Hold	1,581	–	–	0.02%	376
2023 Q3	$27K	Sell	1,581 -69	-4%	-$1.21K	0.02%	379
2023 Q2	$29K	Sell	1,650 -330	-17%	-$5.45K	0.02%	368
2023 Q1	$32K	Sell	1,980 -1,098	-36%	-$17.3K	0.03%	339
2022 Q4	$46K	Buy	3,078 +828	+37%	+$12.5K	0.04%	283
2022 Q3	$32K	Buy	2,250 +270	+14%	+$4.24K	0.03%	313
2022 Q2	$29K	Hold	1,980	–	–	0.03%	333
2022 Q1	$36K	Buy	+1,980	New	+$35.1K	0.03%	321

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Hazlett, Burt & Watson's SCHX Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Schwab US Large- Cap ETF (SCHX) stake by 31% in Q2 2026, selling an estimated $4.4K and leaving 336 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Hazlett, Burt & Watson first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $46K in Q4 2022. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Hazlett, Burt & Watson held 336 shares of Schwab US Large- Cap ETF worth $10K as of Q2 2026.
Hazlett, Burt & Watson sold 154 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.4K.
Schwab US Large- Cap ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #699 holding.
Hazlett, Burt & Watson first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Schwab US Large- Cap ETF position peaked at $46K in Q4 2022.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.