Insigneo Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHX
MGIA
HSA
SFG
DE
Insigneo Advisory Services's SCHX Position: Q2 2026 in Review
Insigneo Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 30% in Q2 2026, buying an estimated $90.6K and bringing the position to 13,609 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #540.
Insigneo Advisory Services first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- Insigneo Advisory Services held 13,609 shares of Schwab US Large- Cap ETF worth $401K as of Q2 2026.
- Insigneo Advisory Services bought 3,174 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $90.6K.
- Schwab US Large- Cap ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #540 holding.
- Insigneo Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
- 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.