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

Hexagon Capital Partners’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 		$547K Sell
18,576
-167
-0.9% -$4.77K 0.08% 123
2026
Q1 		$481K Buy
18,743
+432
+2% +$11.6K 0.07% 118
2025
Q4 		$493K Buy
18,311
+2,060
+13% +$55K 0.09% 63
2025
Q3 		$428K Buy
16,251
+84
+0.5% +$2.13K 0.09% 62
2025
Q2 		$395K Buy
16,167
+1,295
+9% +$29.3K 0.09% 59
2025
Q1 		$328K Buy
14,872
+2,270
+18% +$52.8K 0.06% 144
2024
Q4 		$292K Buy
12,602
+482
+4% +$11.2K 0.05% 154
2024
Q3 		$274K Sell
12,120
-1,617
-12% -$35.2K 0.05% 169
2024
Q2 		$294K Sell
13,737
-474
-3% -$9.79K 0.06% 147
2024
Q1 		$294K Buy
14,211
+2,013
+17% +$39.6K 0.07% 150
2023
Q4 		$229K Buy
12,198
+630
+5% +$11.1K 0.06% 176
2023
Q3 		$195K Sell
11,568
-564
-5% -$9.89K 0.05% 175
2023
Q2 		$212K Buy
12,132
+957
+9% +$15.8K 0.06% 156
2023
Q1 		$180K Sell
11,175
-159
-1% -$2.5K 0.05% 166
2022
Q4 		$171K Buy
11,334
+3,987
+54% +$60.4K 0.05% 165
2022
Q3 		$104K Buy
7,347
+378
+5% +$5.93K 0.03% 232
2022
Q2 		$104K Buy
6,969
+2,769
+66% +$44.9K 0.03% 258
2022
Q1 		$75K Hold
4,200
– – 0.02% 313
2021
Q4 		$80K Buy
4,200
+3,816
+994% +$70.5K 0.02% 290
2021
Q3 		$7K Hold
384
– – ﹤0.01% 634
2021
Q2 		$7K Buy
+384
New +$6.48K ﹤0.01% 608

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

Hexagon Capital Partners's SCHX Position: Q2 2026 in Review

Hexagon Capital Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.89% in Q2 2026, selling an estimated $4.77K and leaving 18,576 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #123.

Hexagon Capital Partners first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Hexagon Capital Partners held 18,576 shares of Schwab US Large- Cap ETF worth $547K as of Q2 2026.
  • Hexagon Capital Partners sold 167 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.77K.
  • Schwab US Large- Cap ETF made up 0.08% of Hexagon Capital Partners's portfolio in Q2 2026, its #123 holding.
  • Hexagon Capital Partners first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.