Intelligence Driven Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Intelligence Driven Advisers’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	$324K	Buy	+11,001	New	+$314K	0.05%	100
2026 Q1	–	Sell	-10,420	Closed	-$280K	–	145
2025 Q4	$280K	Buy	+10,420	New	+$278K	0.04%	102
2019 Q4	–	Sell	-25,608	Closed	-$303K	–	93
2019 Q3	$303K	Hold	25,608	–	–	0.14%	70
2019 Q2	$300K	Hold	25,608	–	–	0.14%	85
2019 Q1	$289K	Sell	25,608 -378	-1%	-$4.1K	0.16%	75
2018 Q4	$259K	Buy	+25,986	New	+$279K	0.16%	83

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

Intelligence Driven Advisers's SCHX Position: Q2 2026 in Review

Intelligence Driven Advisers opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 11,001 shares worth $324K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in SCHX as recently as Q4 2025.

Intelligence Driven Advisers first reported a position in SCHX in Q4 2018 and has held it in 6 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Intelligence Driven Advisers held 11,001 shares of Schwab US Large- Cap ETF worth $324K as of Q2 2026.
Schwab US Large- Cap ETF was a new Intelligence Driven Advisers position in Q2 2026.
Schwab US Large- Cap ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q2 2026, its #100 holding.
Intelligence Driven Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 6 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.