Koshinski Asset Management
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Koshinski Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Koshinski Asset 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 		$342K Buy
11,614
+136
+1% +$3.88K 0.02% 568
2026
Q1 		$294K Sell
11,478
-174
-1% -$4.67K 0.02% 586
2025
Q4 		$314K Buy
11,652
+809
+7% +$21.6K 0.02% 552
2025
Q3 		$286K Sell
10,843
-699
-6% -$17.8K 0.02% 582
2025
Q2 		$282K Buy
11,542
+839
+8% +$19K 0.02% 548
2025
Q1 		$236K Sell
10,703
-4,021
-27% -$93.6K 0.02% 556
2024
Q4 		$341M Sell
14,724
-234
-2% -$5.45K 0.03% 456
2024
Q3 		$338K Sell
14,958
-2,769
-16% -$60.3K 0.03% 464
2024
Q2 		$387K Buy
17,727
+1,449
+9% +$29.9K 0.04% 404
2024
Q1 		$337K Sell
16,278
-22,068
-58% -$434K 0.03% 402
2023
Q4 		$721K Buy
38,346
+14,091
+58% +$247K 0.11% 222
2023
Q3 		$409K Buy
24,255
+36
+0.1% +$632 0.05% 371
2023
Q2 		$423K Sell
24,219
-5,805
-19% -$95.8K 0.05% 378
2023
Q1 		$484K Buy
30,024
+363
+1% +$5.71K 0.05% 336
2022
Q4 		$446K Buy
29,661
+6,714
+29% +$102K 0.04% 384
2022
Q3 		$324K Buy
22,947
+2,478
+12% +$38.9K 0.04% 398
2022
Q2 		$305K Buy
20,469
+60
+0.3% +$972 0.03% 460
2022
Q1 		$366K Sell
20,409
-1,623
-7% -$28.7K 0.03% 446
2021
Q4 		$418K Sell
22,032
-396
-2% -$7.32K 0.03% 431
2021
Q3 		$389K Buy
+22,428
New +$400K 0.03% 438
2021
Q2 		– Sell
-16,860
Closed -$270K – 610
2021
Q1 		$270K Buy
16,860
+2,088
+14% +$32.7K 0.03% 502
2020
Q4 		$224K Sell
14,772
-54,258
-79% -$776K 0.03% 496
2020
Q3 		$978 Buy
69,030
+606
+0.9% +$8.05K 0.13% 181
2020
Q2 		$845K Buy
+68,424
New +$797K 0.14% 186
2020
Q1 		– Sell
-124,014
Closed -$1.58M – 510
2019
Q4 		$1.58M Buy
124,014
+46,728
+60% +$573K 0.27% 108
2019
Q3 		$914K Buy
77,286
+4,218
+6% +$49.7K 0.63% 53
2019
Q2 		$855K Sell
73,068
-4,014
-5% -$46.1K 0.35% 92
2019
Q1 		$869 Buy
77,082
+11,610
+18% +$126K 0.23% 129
2018
Q4 		$652K Sell
65,472
-26,928
-29% -$289K 0.16% 179
2018
Q3 		$1.07M Buy
92,400
+48,420
+110% +$550K 0.15% 193
2018
Q2 		$476K Sell
43,980
-774
-2% -$8.35K 0.15% 213
2018
Q1 		$471K Buy
44,754
+9,054
+25% +$98.5K 0.15% 218
2017
Q4 		$379K Buy
+35,700
New +$370K 0.09% 293
2015
Q3 		– Sell
-30,774
Closed -$253K – 244
2015
Q2 		$253K Buy
30,774
+1,668
+6% +$14K 0.16% 188
2015
Q1 		$241K Sell
29,106
-24,660
-46% -$203K 0.16% 188
2014
Q4 		$440K Buy
+53,766
New +$430K 0.25% 109

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

Koshinski Asset Management's SCHX Position: Q2 2026 in Review

Koshinski Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, buying an estimated $3.88K and bringing the position to 11,614 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #568.

Koshinski Asset Management first reported a position in SCHX in Q4 2014 and has held it in 36 quarters since. The position peaked at $341M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Koshinski Asset Management held 11,614 shares of Schwab US Large- Cap ETF worth $342K as of Q2 2026.
  • Koshinski Asset Management bought 136 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.88K.
  • Schwab US Large- Cap ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #568 holding.
  • Koshinski Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 36 quarters since.
  • Koshinski Asset Management's Schwab US Large- Cap ETF position peaked at $341M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.