Highland Capital Management (Tennessee)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Highland Capital Management (Tennessee)’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	$370K	Sell	12,577 -1,000	-7%	-$28.6K	0.02%	355
2026 Q1	$348K	Buy	13,577 +1,000	+8%	+$26.8K	0.02%	359
2025 Q4	$338K	Sell	12,577 -3,564	-22%	-$95.2K	0.02%	321
2025 Q3	$425K	Hold	16,141	–	–	0.02%	299
2025 Q2	$394K	Hold	16,141	–	–	0.02%	293
2025 Q1	$356K	Buy	16,141 +198	+1%	+$4.61K	0.02%	298
2024 Q4	$370K	Buy	15,943 +85	+0.5%	+$1.98K	0.02%	291
2024 Q3	$359K	Sell	15,858 -900	-5%	-$19.6K	0.02%	296
2024 Q2	$359K	Hold	16,758	–	–	0.02%	292
2024 Q1	$347K	Sell	16,758 -660	-4%	-$13K	0.02%	298
2023 Q4	$327K	Buy	17,418 +4,116	+31%	+$72.3K	0.02%	297
2023 Q3	$224K	Sell	13,302 -4,116	-24%	-$72.2K	0.02%	317
2023 Q2	$304K	Hold	17,418	–	–	0.02%	299
2023 Q1	$281K	Hold	17,418	–	–	0.02%	256
2022 Q4	$262K	Hold	17,418	–	–	0.02%	317
2022 Q3	$246K	Hold	17,418	–	–	0.02%	301
2022 Q2	$259K	Hold	17,418	–	–	0.02%	301
2022 Q1	$313K	Hold	17,418	–	–	0.02%	299
2021 Q4	$330K	Hold	17,418	–	–	0.02%	306
2021 Q3	$302K	Hold	17,418	–	–	0.02%	311
2021 Q2	$302K	Hold	17,418	–	–	0.02%	301
2021 Q1	$279K	Hold	17,418	–	–	0.02%	312
2020 Q4	$264K	Hold	17,418	–	–	0.02%	314
2020 Q3	$234K	Hold	17,418	–	–	0.02%	292
2020 Q2	$215K	Buy	+17,418	New	+$203K	0.02%	292
2015 Q4	–	Sell	-5,700	Closed	-$43K	–	507
2015 Q3	$43K	Hold	5,700	–	–	﹤0.01%	391
2015 Q2	$47K	Buy	+5,700	New	+$47.9K	﹤0.01%	392

Other funds holding SCHX

SFG

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

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

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

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHX Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.4% in Q2 2026, selling an estimated $28.6K and leaving 12,577 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #355.

Highland Capital Management (Tennessee) first reported a position in SCHX in Q2 2015 and has held it in 27 quarters since. The position peaked at $425K in Q3 2025. 977 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Highland Capital Management (Tennessee) held 12,577 shares of Schwab US Large- Cap ETF worth $370K as of Q2 2026.
Highland Capital Management (Tennessee) sold 1,000 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.6K.
Schwab US Large- Cap ETF made up 0.02% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #355 holding.
Highland Capital Management (Tennessee) first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 27 quarters since.
Highland Capital Management (Tennessee)'s Schwab US Large- Cap ETF position peaked at $425K in Q3 2025.
977 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.