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KCM Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

KCM Investment 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
Q1 		$1.44M Buy
56,237
+738
+1% +$19.8K 0.05% 188
2025
Q4 		$1.49M Hold
55,499
– – 0.05% 190
2025
Q3 		$1.46M Sell
55,499
-600
-1% -$15.2K 0.05% 187
2025
Q2 		$1.37M Buy
56,099
+10,272
+22% +$232K 0.05% 184
2025
Q1 		$1.01M Sell
45,827
-10
-0% -$233 0.04% 203
2024
Q4 		$1.06M Buy
45,837
+30
+0.1% +$699 0.04% 198
2024
Q3 		$1.04M Buy
45,807
+873
+2% +$19K 0.04% 207
2024
Q2 		$962K Hold
44,934
– – 0.03% 214
2024
Q1 		$930K Sell
44,934
-3,621
-7% -$71.3K 0.03% 215
2023
Q4 		$913K Buy
48,555
+16,932
+54% +$297K 0.04% 217
2023
Q3 		$533K Sell
31,623
-4,371
-12% -$76.7K 0.02% 243
2023
Q2 		$628K Sell
35,994
-139,017
-79% -$2.3M 0.03% 237
2023
Q1 		$2.82M Buy
175,011
+131,346
+301% +$2.07M 0.11% 140
2022
Q4 		$657K Sell
43,665
-29,055
-40% -$440K 0.03% 237
2022
Q3 		$1.03M Buy
72,720
+14,832
+26% +$233K 0.05% 193
2022
Q2 		$862K Sell
57,888
-6,540
-10% -$106K 0.04% 215
2022
Q1 		$1.16M Buy
64,428
+5,592
+10% +$99K 0.04% 206
2021
Q4 		$1.12M Buy
58,836
+492
+0.8% +$9.09K 0.04% 211
2021
Q3 		$1.01M Sell
58,344
-1,950
-3% -$34.8K 0.04% 207
2021
Q2 		$1.04M Sell
60,294
-10,326
-15% -$174K 0.04% 204
2021
Q1 		$1.13M Buy
70,620
+984
+1% +$15.4K 0.05% 187
2020
Q4 		$1.06M Sell
69,636
-1,560
-2% -$22.3K 0.05% 183
2020
Q3 		$957K Sell
71,196
-75,222
-51% -$999K 0.05% 177
2020
Q2 		$1.81M Buy
146,418
+84,138
+135% +$981K 0.1% 134
2020
Q1 		$636K Sell
62,280
-258
-0.4% -$3.13K 0.04% 192
2019
Q4 		$801K Buy
62,538
+11,238
+22% +$138K 0.04% 201
2019
Q3 		$606K Hold
51,300
– – 0.04% 213
2019
Q2 		$600K Buy
51,300
+480
+0.9% +$5.51K 0.04% 216
2019
Q1 		$573K Buy
50,820
+126
+0.2% +$1.36K 0.04% 207
2018
Q4 		$504K Sell
50,694
-147,060
-74% -$1.58M 0.03% 327
2018
Q3 		$2.29M Buy
197,754
+5,652
+3% +$64.3K 0.13% 144
2018
Q2 		$2.08M Hold
192,102
– – 0.13% 151
2018
Q1 		$2.02M Sell
192,102
-288
-0.1% -$3.13K 0.12% 158
2017
Q4 		$2.04M Sell
192,390
-21,630
-10% -$224K 0.12% 169
2017
Q3 		$2.14M Buy
214,020
+780
+0.4% +$7.66K 0.13% 166
2017
Q2 		$2.05M Sell
213,240
-1,188
-0.6% -$11.3K 0.13% 176
2017
Q1 		$2.01M Buy
214,428
+18,054
+9% +$167K 0.13% 177
2016
Q4 		$1.74M Sell
196,374
-22,308
-10% -$194K 0.12% 194
2016
Q3 		$1.88M Buy
218,682
+666
+0.3% +$5.71K 0.13% 186
2016
Q2 		$1.81M Buy
218,016
+942
+0.4% +$7.74K 0.13% 187
2016
Q1 		$1.77M Sell
217,074
-6,846
-3% -$52.8K 0.13% 184
2015
Q4 		$1.81M Sell
223,920
-60,120
-21% -$490K 0.14% 177
2015
Q3 		$2.17M Buy
284,040
+6,954
+3% +$56.2K 0.18% 152
2015
Q2 		$2.28M Buy
277,086
+8,976
+3% +$75.4K 0.18% 152
2015
Q1 		$2.21M Buy
268,110
+1,794
+0.7% +$14.8K 0.18% 153
2014
Q4 		$2.18M Sell
266,316
-15,180
-5% -$121K 0.18% 146
2014
Q3 		$2.21M Buy
+281,496
New +$2.22M 0.2% 141

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KCM Investment Advisors's SCHX Position: Q1 2026 in Review

KCM Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q1 2026, buying an estimated $19.8K and bringing the position to 56,237 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #188.

KCM Investment Advisors first reported a position in SCHX in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.82M in Q1 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • KCM Investment Advisors held 56,237 shares of Schwab US Large- Cap ETF worth $1.44M as of Q1 2026.
  • KCM Investment Advisors bought 738 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $19.8K.
  • Schwab US Large- Cap ETF made up 0.05% of KCM Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • KCM Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 47 quarters since.
  • KCM Investment Advisors's Schwab US Large- Cap ETF position peaked at $2.82M in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.