HUB Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

HUB Investment 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	$2.25M	Buy	76,613 +8,918	+13%	+$255K	0.04%	283
2026 Q1	$1.74M	Sell	67,695 -3,372	-5%	-$90.5K	0.04%	267
2025 Q4	$1.91M	Buy	71,067 +11,711	+20%	+$313K	0.05%	219
2025 Q3	$1.56M	Buy	59,356 +11,841	+25%	+$301K	0.05%	223
2025 Q2	$1.16M	Buy	47,515 +1,170	+3%	+$26.5K	0.04%	246
2025 Q1	$1.02M	Buy	46,345 +5,598	+14%	+$130K	0.04%	228
2024 Q4	$945K	Buy	40,747 +27,409	+205%	+$639K	0.04%	219
2024 Q3	$302K	Buy	13,338 +186	+1%	+$4.05K	0.01%	381
2024 Q2	$282K	Buy	+13,152	New	+$272K	0.01%	375
2024 Q1	–	Sell	-17,235	Closed	-$324K	–	500
2023 Q4	$324K	Buy	+17,235	New	+$303K	0.02%	299

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

HUB Investment Partners's SCHX Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, buying an estimated $255K and bringing the position to 76,613 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #283.

HUB Investment Partners first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

HUB Investment Partners held 76,613 shares of Schwab US Large- Cap ETF worth $2.25M as of Q2 2026.
HUB Investment Partners bought 8,918 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $255K.
Schwab US Large- Cap ETF made up 0.04% of HUB Investment Partners's portfolio in Q2 2026, its #283 holding.
HUB Investment Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.