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Kilter Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kilter Group’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 		$10.3K Sell
350
-18
-5% -$514 ﹤0.01% 464
2026
Q1 		$9.44K Sell
368
-2
-0.5% -$54 ﹤0.01% 427
2025
Q4 		$9.96K Buy
370
+20
+6% +$534 ﹤0.01% 361
2025
Q3 		$9.22K Buy
350
+7
+2% +$178 ﹤0.01% 342
2025
Q2 		$8.38K Buy
+343
New +$7.75K ﹤0.01% 297

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

Kilter Group's SCHX Position: Q2 2026 in Review

Kilter Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.9% in Q2 2026, selling an estimated $514 and leaving 350 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Kilter Group first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kilter Group held 350 shares of Schwab US Large- Cap ETF worth $10.3K as of Q2 2026.
  • Kilter Group sold 18 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $514.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #464 holding.
  • Kilter Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.