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L2 Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

L2 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
Q1 		$33.7M Buy
1,313,675
+736,403
+128% +$19.8M 3.2% 2
2025
Q4 		$15.5M Buy
577,272
+185,882
+47% +$4.96M 2.08% 5
2025
Q3 		$10.3M Buy
391,390
+133,819
+52% +$3.4M 1.49% 11
2025
Q2 		$6.3M Buy
257,571
+119,924
+87% +$2.71M 1.03% 23
2025
Q1 		$3.04M Buy
+137,647
New +$3.2M 0.62% 55
2024
Q4 		– Sell
-365,730
Closed -$8.27M – 264
2024
Q3 		$8.27M Buy
365,730
+21,231
+6% +$463K 2.25% 7
2024
Q2 		$7.38M Buy
+344,499
New +$7.12M 2.22% 6
2023
Q1 		– Sell
-98,100
Closed -$1.48M – 154
2022
Q4 		$1.48M Buy
+98,100
New +$1.48M 0.92% 34
2020
Q2 		– Sell
-301,800
Closed -$3.08M – 77
2020
Q1 		$3.08M Buy
+301,800
New +$3.67M 3.46% 4

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