JM2 Capital
SCHX icon

JM2 Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

JM2 Capital’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
Q3 		$3.4M Buy
113,221
+940
+0.8% +$28.2K 2.25% 11
2026
Q2 		$3.3M Buy
112,281
+496
+0.4% +$14.2K 2.27% 12
2026
Q1 		$2.87M Sell
111,785
-333
-0.3% -$8.93K 2.38% 11
2025
Q4 		$3.02M Buy
+112,118
New +$2.99M 2.43% 10

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

JM2 Capital's SCHX Position: Q3 2026 in Review

JM2 Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.84% in Q3 2026, buying an estimated $28.2K and bringing the position to 113,221 shares worth $3.4M. The position accounts for 2.25% of the portfolio, ranked #11.

JM2 Capital first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • JM2 Capital held 113,221 shares of Schwab US Large- Cap ETF worth $3.4M as of Q3 2026.
  • JM2 Capital bought 940 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $28.2K.
  • Schwab US Large- Cap ETF made up 2.25% of JM2 Capital's portfolio in Q3 2026, its #11 holding.
  • JM2 Capital first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.