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Leo H. Evart Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Leo H. Evart Inc’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 		$5.86K Sell
199
-985
-83% -$28.1K ﹤0.01% 189
2026
Q1 		$30.3K Buy
+1,184
New +$31.8K 0.03% 128
2022
Q3 		– Sell
-22,368
Closed -$333K – 36
2022
Q2 		$333K Buy
22,368
+90
+0.4% +$1.46K 0.4% 30
2022
Q1 		$400K Buy
+22,278
New +$394K 0.41% 28

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

Leo H. Evart Inc's SCHX Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 83% in Q2 2026, selling an estimated $28.1K and leaving 199 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Leo H. Evart Inc first reported a position in SCHX in Q1 2022 and has held it in 4 quarters since. The position peaked at $400K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Leo H. Evart Inc held 199 shares of Schwab US Large- Cap ETF worth $5.86K as of Q2 2026.
  • Leo H. Evart Inc sold 985 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.1K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Leo H. Evart Inc's portfolio in Q2 2026, its #189 holding.
  • Leo H. Evart Inc first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • Leo H. Evart Inc's Schwab US Large- Cap ETF position peaked at $400K in Q1 2022.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.