LDB
SCHX icon

Lee, Danner & Bass’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lee, Danner & Bass’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 		$262K Sell
8,886
-7
-0.1% -$200 0.02% 227
2026
Q1 		$228K Hold
8,893
– – 0.01% 231
2025
Q4 		$239K Hold
8,893
– – 0.02% 222
2025
Q3 		$234K Hold
8,893
– – 0.02% 220
2025
Q2 		$217K Buy
+8,893
New +$201K 0.02% 216
2025
Q1 		– Sell
-8,893
Closed -$206K – 623
2024
Q4 		$206K Buy
+8,893
New +$207K 0.02% 222

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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Lee, Danner & Bass's SCHX Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, selling an estimated $200 and leaving 8,886 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #227.

Lee, Danner & Bass first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lee, Danner & Bass held 8,886 shares of Schwab US Large- Cap ETF worth $262K as of Q2 2026.
  • Lee, Danner & Bass sold 7 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $200.
  • Schwab US Large- Cap ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #227 holding.
  • Lee, Danner & Bass first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.