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J.W. Cole Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

J.W. Cole Advisors’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 		$7.75M Buy
+263,295
New +$7.52M 0.13% 159
2026
Q1 		– Sell
-261,189
Closed -$5.95M – 1363
2025
Q4 		$5.95M Buy
261,189
+1,439
+0.6% +$38.4K 0.14% 140
2025
Q3 		$6.84M Buy
259,750
+104,218
+67% +$2.65M 0.13% 162
2025
Q2 		$3.8M Buy
155,532
+129,900
+507% +$2.94M 0.08% 244
2025
Q1 		$566K Sell
25,632
-43,296
-63% -$1.01M 0.02% 732
2024
Q4 		$1.6M Buy
68,928
+4,794
+7% +$112K 0.06% 293
2024
Q3 		$1.45M Sell
64,134
-3,978
-6% -$86.7K 0.06% 306
2024
Q2 		$1.46M Buy
68,112
+16,572
+32% +$342K 0.07% 273
2024
Q1 		$1.07M Buy
51,540
+13,527
+36% +$266K 0.05% 334
2023
Q4 		$715K Buy
38,013
+6,429
+20% +$113K 0.04% 380
2023
Q3 		$533K Buy
31,584
+9,636
+44% +$169K 0.04% 400
2023
Q2 		$383K Buy
21,948
+42
+0.2% +$693 0.03% 502
2023
Q1 		$353K Sell
21,906
-543
-2% -$8.54K 0.03% 549
2022
Q4 		$338K Buy
22,449
+3,918
+21% +$59.3K 0.03% 514
2022
Q3 		$262K Buy
18,531
+1,236
+7% +$19.4K 0.02% 584
2022
Q2 		$257K Sell
17,295
-1,584
-8% -$25.7K 0.02% 594
2022
Q1 		$339K Buy
+18,879
New +$334K 0.02% 577

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

J.W. Cole Advisors's SCHX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 263,295 shares worth $7.75M. The stake represents 0.13% of the portfolio and ranks #159 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHX in Q1 2022 and has held it in 17 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • J.W. Cole Advisors held 263,295 shares of Schwab US Large- Cap ETF worth $7.75M as of Q2 2026.
  • Schwab US Large- Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #159 holding.
  • J.W. Cole Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.