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Joseph P. Lucia & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Joseph P. Lucia & Associates’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 		$2.78M Sell
94,370
-6,199
-6% -$177K 0.84% 36
2026
Q1 		$2.58M Sell
100,569
-1,526
-1% -$40.9K 0.92% 32
2025
Q4 		$2.75M Sell
102,095
-4,603
-4% -$123K 0.99% 28
2025
Q3 		$2.81M Sell
106,698
-414
-0.4% -$10.5K 1.06% 26
2025
Q2 		$2.62M Buy
107,112
+127
+0.1% +$2.87K 1.07% 26
2025
Q1 		$2.36M Sell
106,985
-3,651
-3% -$85K 1.08% 31
2024
Q4 		$2.56M Sell
110,636
-3,814
-3% -$88.9K 1.14% 29
2024
Q3 		$2.59M Buy
114,450
+2,559
+2% +$55.8K 1.19% 28
2024
Q2 		$2.4M Sell
111,891
-4,716
-4% -$97.5K 1.23% 24
2024
Q1 		$2.41M Buy
116,607
+1,806
+2% +$35.6K 1.29% 25
2023
Q4 		$2.16M Buy
114,801
+216
+0.2% +$3.79K 1.34% 25
2023
Q3 		$1.93M Sell
114,585
-498
-0.4% -$8.74K 1.35% 28
2023
Q2 		$2.01M Sell
115,083
-4,191
-4% -$69.2K 1.34% 28
2023
Q1 		$1.92M Sell
119,274
-7,095
-6% -$112K 1.34% 28
2022
Q4 		$1.9M Sell
126,369
-7,659
-6% -$116K 1.42% 28
2022
Q3 		$1.89M Buy
134,028
+4,626
+4% +$72.6K 1.49% 25
2022
Q2 		$1.93M Sell
129,402
-5,100
-4% -$82.6K 1.36% 25
2022
Q1 		$2.41M Buy
134,502
+26,226
+24% +$464K 1.47% 25
2021
Q4 		$2.05M Buy
108,276
+20,154
+23% +$372K 1.31% 27
2021
Q3 		$1.53M Buy
88,122
+7,284
+9% +$130K 0.91% 38
2021
Q2 		$1.4M Buy
80,838
+3,420
+4% +$57.7K 0.84% 37
2021
Q1 		$1.24M Buy
77,418
+4,164
+6% +$65.2K 0.55% 38
2020
Q4 		$1.11M Sell
73,254
-162
-0.2% -$2.32K 0.77% 43
2020
Q3 		$987K Sell
73,416
-3,912
-5% -$52K 0.92% 40
2020
Q2 		$955K Buy
77,328
+462
+0.6% +$5.38K 0.86% 39
2020
Q1 		$785K Buy
76,866
+756
+1% +$9.18K 0.87% 38
2019
Q4 		$974K Buy
76,110
+1,518
+2% +$18.6K 0.89% 33
2019
Q3 		$882K Sell
74,592
-3,372
-4% -$39.7K 0.91% 33
2019
Q2 		$912K Buy
77,964
+64,428
+476% +$740K 0.96% 31
2019
Q1 		$156K Buy
+13,536
New +$147K 0.27% 65

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

Joseph P. Lucia & Associates's SCHX Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.2% in Q2 2026, selling an estimated $177K and leaving 94,370 shares worth $2.78M. The position accounts for 0.84% of the portfolio, ranked #36.

Joseph P. Lucia & Associates first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.81M in Q3 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Joseph P. Lucia & Associates held 94,370 shares of Schwab US Large- Cap ETF worth $2.78M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 6,199 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $177K.
  • Schwab US Large- Cap ETF made up 0.84% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #36 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab US Large- Cap ETF position peaked at $2.81M in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.