KCM
SCHX icon

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

Kathmere Capital 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 		$3.39M Buy
115,222
+3,311
+3% +$94.5K 0.18% 102
2026
Q1 		$2.87M Sell
111,911
-2,169
-2% -$58.2K 0.18% 100
2025
Q4 		$3.07M Sell
114,080
-2,590
-2% -$69.2K 0.21% 83
2025
Q3 		$3.07M Sell
116,670
-3,067
-3% -$77.9K 0.22% 84
2025
Q2 		$2.93M Sell
119,737
-3,821
-3% -$86.4K 0.23% 81
2025
Q1 		$2.73M Buy
123,558
+103
+0.1% +$2.4K 0.23% 75
2024
Q4 		$2.86M Sell
123,455
-5,080
-4% -$118K 0.26% 67
2024
Q3 		$2.91M Sell
128,535
-5,844
-4% -$127K 0.27% 66
2024
Q2 		$2.88M Sell
134,379
-3,981
-3% -$82.3K 0.3% 56
2024
Q1 		$2.86M Sell
138,360
-837
-0.6% -$16.5K 0.33% 51
2023
Q4 		$2.62M Sell
139,197
-6,207
-4% -$109K 0.34% 50
2023
Q3 		$2.45M Sell
145,404
-3,318
-2% -$58.2K 0.36% 52
2023
Q2 		$2.6M Sell
148,722
-834
-0.6% -$13.8K 0.4% 43
2023
Q1 		$2.41M Sell
149,556
-7,071
-5% -$111K 0.4% 48
2022
Q4 		$2.36M Buy
156,627
+15,582
+11% +$236K 0.42% 48
2022
Q3 		$1.99M Buy
+141,045
New +$2.21M 0.4% 48
2021
Q1 		– Sell
-18
Closed – – 355
2020
Q4 		$0 Buy
+18
New +$258 ﹤0.01% 438

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

Kathmere Capital Management's SCHX Position: Q2 2026 in Review

Kathmere Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, buying an estimated $94.5K and bringing the position to 115,222 shares worth $3.39M. The position accounts for 0.18% of the portfolio, ranked #102.

Kathmere Capital Management first reported a position in SCHX in Q4 2020 and has held it in 17 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kathmere Capital Management held 115,222 shares of Schwab US Large- Cap ETF worth $3.39M as of Q2 2026.
  • Kathmere Capital Management bought 3,311 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $94.5K.
  • Schwab US Large- Cap ETF made up 0.18% of Kathmere Capital Management's portfolio in Q2 2026, its #102 holding.
  • Kathmere Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.