Kestra Advisory Services
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Kestra Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kestra Advisory Services’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 		$9.49M Buy
316,477
+90,505
+40% +$2.71M 0.03% 588
2026
Q2 		$6.65M Sell
225,972
-61,425
-21% -$1.75M 0.02% 694
2026
Q1 		$7.37M Buy
287,397
+83,436
+41% +$2.24M 0.03% 594
2025
Q4 		$5.49M Buy
203,961
+17,266
+9% +$461K 0.02% 680
2025
Q3 		$4.92M Sell
186,695
-5,169
-3% -$131K 0.02% 690
2025
Q2 		$4.69M Buy
191,864
+19,941
+12% +$451K 0.02% 666
2025
Q1 		$3.8M Sell
171,923
-121,446
-41% -$2.83M 0.02% 689
2024
Q4 		$6.8M Sell
293,369
-382,000
-57% -$8.9M 0.04% 468
2024
Q3 		$15.3M Sell
675,369
-73,767
-10% -$1.61M 0.08% 255
2024
Q2 		$14.4M Buy
749,136
+573,705
+327% +$11.9M 0.08% 268
2024
Q1 		$3.63M Sell
175,431
-51
-0% -$1K 0.02% 635
2023
Q4 		$3.3M Buy
175,482
+10,122
+6% +$178K 0.03% 601
2023
Q3 		$2.79M Buy
165,360
+6,636
+4% +$116K 0.03% 580
2023
Q2 		$2.77M Buy
158,724
+4,299
+3% +$71K 0.03% 563
2023
Q1 		$2.49M Sell
154,425
-68,229
-31% -$1.07M 0.03% 571
2022
Q4 		$3.35M Buy
222,654
+119,280
+115% +$1.81M 0.03% 556
2022
Q3 		$1.46M Sell
103,374
-1,227,462
-92% -$19.3M 0.02% 804
2022
Q2 		$19.8M Buy
1,330,836
+1,229,694
+1,216% +$19.9M 0.2% 106
2022
Q1 		$1.82M Buy
101,142
+36,834
+57% +$652K 0.02% 712
2021
Q4 		$1.22M Sell
64,308
-453,768
-88% -$8.38M 0.01% 892
2021
Q3 		$8.98M Buy
518,076
+449,778
+659% +$8.02M 0.09% 245
2021
Q2 		$1.18M Sell
68,298
-810
-1% -$13.7K 0.01% 863
2021
Q1 		$1.11M Sell
69,108
-474,384
-87% -$7.43M 0.01% 820
2020
Q4 		$8.21M Buy
543,492
+542,958
+101,678% +$7.77M 0.1% 240
2020
Q3 		$455K Buy
+534
New +$7.1K 0.01% 931

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

Kestra Advisory Services's SCHX Position: Q3 2026 in Review

Kestra Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 40% in Q3 2026, buying an estimated $2.71M and bringing the position to 316,477 shares worth $9.49M. The position accounts for 0.03% of the portfolio, ranked #588.

Kestra Advisory Services first reported a position in SCHX in Q3 2020 and has held it in 25 quarters since. The position peaked at $19.8M in Q2 2022. 1,217 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Kestra Advisory Services held 316,477 shares of Schwab US Large- Cap ETF worth $9.49M as of Q3 2026.
  • Kestra Advisory Services bought 90,505 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $2.71M.
  • Schwab US Large- Cap ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #588 holding.
  • Kestra Advisory Services first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Schwab US Large- Cap ETF position peaked at $19.8M in Q2 2022.
  • 1,217 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.