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Laurel Wealth Advisors (North Carolina)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$585K Hold
19,881
– – 0.06% 138
2026
Q1 		$577K Buy
19,881
+100
+0.5% +$2.68K 0.06% 134
2025
Q4 		$532K Sell
19,781
-60
-0.3% -$1.6K 0.07% 136
2025
Q3 		$523K Hold
19,841
– – 0.07% 136
2025
Q2 		$485K Buy
19,841
+235
+1% +$5.31K 0.07% 136
2025
Q1 		$433K Buy
19,606
+30
+0.2% +$698 0.07% 133
2024
Q4 		$454K Buy
19,576
+265
+1% +$6.18K 0.07% 129
2024
Q3 		$437K Sell
19,311
-12
-0.1% -$261 0.07% 130
2024
Q2 		$414K Sell
19,323
-1,335
-6% -$27.6K 0.07% 131
2024
Q1 		$427K Sell
20,658
-150
-0.7% -$2.95K 0.07% 130
2023
Q4 		$391K Sell
20,808
-270
-1% -$4.74K 0.07% 128
2023
Q3 		$356K Sell
21,078
-600
-3% -$10.5K 0.08% 130
2023
Q2 		$378K Sell
21,678
-5,805
-21% -$95.8K 0.08% 130
2023
Q1 		$443K Sell
27,483
-435
-2% -$6.85K 0.09% 125
2022
Q4 		$420K Sell
27,918
-345
-1% -$5.22K 0.1% 121
2022
Q3 		$399K Buy
28,263
+195
+0.7% +$3.06K 0.1% 122
2022
Q2 		$418K Buy
28,068
+540
+2% +$8.75K 0.1% 121
2022
Q1 		$494K Buy
27,528
+108
+0.4% +$1.91K 0.1% 123
2021
Q4 		$520K Sell
27,420
-780
-3% -$14.4K 0.11% 119
2021
Q3 		$489K Sell
28,200
-43,512
-61% -$776K 0.11% 122
2021
Q2 		$1.24M Sell
71,712
-3,960
-5% -$66.8K 0.27% 81
2021
Q1 		$1.21M Sell
75,672
-5,700
-7% -$89.3K 0.29% 76
2020
Q4 		$1.23M Sell
81,372
-2,340
-3% -$33.5K 0.32% 72
2020
Q3 		$1.13M Sell
83,712
-252
-0.3% -$3.35K 0.34% 68
2020
Q2 		$1.04M Sell
83,964
-3,510
-4% -$40.9K 0.34% 73
2020
Q1 		$893K Buy
87,474
+13,140
+18% +$160K 0.34% 71
2019
Q4 		$952K Buy
74,334
+66
+0.1% +$809 0.3% 69
2019
Q3 		$878K Buy
74,268
+9,048
+14% +$107K 0.3% 73
2019
Q2 		$763K Buy
65,220
+9,654
+17% +$111K 0.27% 76
2019
Q1 		$626K Buy
55,566
+2,130
+4% +$23.1K 0.23% 93
2018
Q4 		$532K Buy
+53,436
New +$574K 0.21% 91

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCHX Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 19,881 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #138.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.24M in Q2 2021. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 19,881 shares of Schwab US Large- Cap ETF worth $585K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #138 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Schwab US Large- Cap ETF position peaked at $1.24M in Q2 2021.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.