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Hoey Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hoey Investments’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 		$70.3K Sell
2,390
-45
-2% -$1.28K 0.01% 138
2026
Q1 		$62.4K Buy
2,435
+45
+2% +$1.21K 0.01% 138
2025
Q4 		$64.3K Hold
2,390
– – 0.01% 142
2025
Q3 		$63K Sell
2,390
-119
-5% -$3.02K 0.01% 152
2025
Q2 		$61.3K Buy
2,509
+2,380
+1,845% +$53.8K 0.01% 143
2025
Q1 		$2.85K Buy
129
+86
+200% +$2K ﹤0.01% 283
2024
Q4 		$997 Buy
+43
New +$1K ﹤0.01% 312
2022
Q3 		– Sell
-2,904
Closed -$43K – 335
2022
Q2 		$43K Hold
2,904
– – 0.02% 119
2022
Q1 		$52K Hold
2,904
– – 0.01% 103
2021
Q4 		$55K Hold
2,904
– – 0.01% 103
2021
Q3 		$50K Hold
2,904
– – 0.01% 110
2021
Q2 		$50K Hold
2,904
– – 0.01% 106
2021
Q1 		$46K Hold
2,904
– – 0.02% 106
2020
Q4 		$44K Hold
2,904
– – 0.02% 93
2020
Q3 		$39K Hold
2,904
– – 0.02% 70
2020
Q2 		$36K Hold
2,904
– – 0.02% 78
2020
Q1 		$30K Hold
2,904
– – 0.02% 63
2019
Q4 		$37K Buy
+2,904
New +$35.6K 0.03% 90

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Hoey Investments's SCHX Position: Q2 2026 in Review

Hoey Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $1.28K and leaving 2,390 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #138.

Hoey Investments first reported a position in SCHX in Q4 2019 and has held it in 18 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Hoey Investments held 2,390 shares of Schwab US Large- Cap ETF worth $70.3K as of Q2 2026.
  • Hoey Investments sold 45 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.28K.
  • Schwab US Large- Cap ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #138 holding.
  • Hoey Investments first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.