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

Kovack 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	$260K	Buy	10,093 +133	+1%	+$3.57K	0.01%	809
2025 Q4	$268K	Buy	+9,960	New	+$266K	0.01%	797
2023 Q3	–	Sell	-12,324	Closed	-$215K	–	603
2023 Q2	$215K	Buy	+12,324	New	+$203K	0.03%	497
2022 Q2	–	Sell	-18,537	Closed	-$332K	–	722
2022 Q1	$332K	Buy	18,537 +6,027	+48%	+$107K	0.03%	500
2021 Q4	$237K	Sell	12,510 -5,946	-32%	-$110K	0.02%	599
2021 Q3	$320K	Buy	18,456 +42	+0.2%	+$749	0.03%	504
2021 Q2	$319K	Buy	18,414 +36	+0.2%	+$607	0.04%	495
2021 Q1	$294K	Buy	18,378 +1,548	+9%	+$24.3K	0.04%	463
2020 Q4	$255K	Buy	+16,830	New	+$241K	0.04%	458
2020 Q1	–	Sell	-17,988	Closed	-$230K	–	537
2019 Q4	$230K	Hold	17,988	–	–	0.04%	423
2019 Q3	$213K	Hold	17,988	–	–	0.04%	414
2019 Q2	$210K	Sell	17,988 -1,950	-10%	-$22.4K	0.05%	387
2019 Q1	$225K	Sell	19,938 -4,242	-18%	-$46K	0.06%	357
2018 Q4	$241K	Hold	24,180	–	–	0.07%	311
2018 Q3	$280K	Hold	24,180	–	–	0.07%	303
2018 Q2	$262K	Hold	24,180	–	–	0.07%	304
2018 Q1	$254K	Buy	+24,180	New	+$263K	0.06%	358

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kovack Advisors's SCHX Position: Q1 2026 in Review

Kovack Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q1 2026, buying an estimated $3.57K and bringing the position to 10,093 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #809.

Kovack Advisors first reported a position in SCHX in Q1 2018 and has held it in 17 quarters since. The position peaked at $332K in Q1 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Kovack Advisors held 10,093 shares of Schwab US Large- Cap ETF worth $260K as of Q1 2026.
Kovack Advisors bought 133 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.57K.
Schwab US Large- Cap ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #809 holding.
Kovack Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 17 quarters since.
Kovack Advisors's Schwab US Large- Cap ETF position peaked at $332K in Q1 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.