HBS
SCHX icon

Howard Bailey Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Howard Bailey Securities’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 		– Sell
-16,871
Closed -$433K – 133
2026
Q1 		$433K Sell
16,871
-556
-3% -$14.9K 0.18% 75
2025
Q4 		$469K Buy
+17,427
New +$465K 0.18% 77
2025
Q2 		– Sell
-41,744
Closed -$922K – 168
2025
Q1 		$922K Buy
41,744
+25,325
+154% +$590K 0.31% 59
2024
Q4 		$381K Buy
+16,419
New +$383K 0.14% 100

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

Howard Bailey Securities's SCHX Position: Q2 2026 in Review

Howard Bailey Securities sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 16,871 shares — an estimated $433K sold.

Howard Bailey Securities first reported a position in SCHX in Q4 2024 and held it in 4 quarters. The position peaked at $922K in Q1 2025. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Howard Bailey Securities reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Howard Bailey Securities sold 16,871 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $433K.
  • Howard Bailey Securities first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 4 quarters.
  • Howard Bailey Securities's Schwab US Large- Cap ETF position peaked at $922K in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.