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International Assets Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

International Assets Investment Management’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 		$179K Sell
6,106
-46
-0.7% -$1.31K 0.01% 903
2026
Q1 		$159K Buy
6,152
+91
+2% +$2.44K 0.01% 878
2025
Q4 		$163K Buy
+6,061
New +$162K 0.01% 872
2024
Q3 		– Sell
-720
Closed -$15.4K – 2505
2024
Q2 		$15.4K Buy
+720
New +$14.9K ﹤0.01% 1537
2022
Q4 		– Sell
-107,625
Closed -$1.79M – 856
2022
Q3 		$1.79M Buy
+107,625
New +$1.69M 0.39% 53

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

International Assets Investment Management's SCHX Position: Q2 2026 in Review

International Assets Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.75% in Q2 2026, selling an estimated $1.31K and leaving 6,106 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #903.

International Assets Investment Management first reported a position in SCHX in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2022. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • International Assets Investment Management held 6,106 shares of Schwab US Large- Cap ETF worth $179K as of Q2 2026.
  • International Assets Investment Management sold 46 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.31K.
  • Schwab US Large- Cap ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #903 holding.
  • International Assets Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 5 quarters since.
  • International Assets Investment Management's Schwab US Large- Cap ETF position peaked at $1.79M in Q3 2022.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.