Lesa Sroufe & Co
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Lesa Sroufe & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lesa Sroufe & Co’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
Q3 		$236K Buy
7,866
+35
+0.4% +$1.05K 0.16% 58
2026
Q2 		$230K Buy
+7,831
New +$224K 0.16% 61
2026
Q1 		– Sell
-7,509
Closed -$202K – 72
2025
Q4 		$202K Sell
7,509
-1,682
-18% -$44.9K 0.15% 67
2025
Q3 		$242K Sell
9,191
-529
-5% -$13.4K 0.2% 64
2025
Q2 		$238K Sell
9,720
-10,105
-51% -$228K 0.22% 64
2025
Q1 		$438K Buy
+19,825
New +$462K 0.44% 46
2024
Q3 		$497K Buy
21,981
+249
+1% +$5.42K 0.46% 41
2024
Q2 		$465K Buy
21,732
+156
+0.7% +$3.22K 0.45% 41
2024
Q1 		$446K Sell
21,576
-261
-1% -$5.14K 0.42% 43
2023
Q4 		$411K Buy
21,837
+273
+1% +$4.79K 0.42% 40
2023
Q3 		$364K Buy
21,564
+42
+0.2% +$737 0.39% 45
2023
Q2 		$376K Buy
21,522
+915
+4% +$15.1K 0.4% 44
2023
Q1 		$332K Sell
20,607
-2,712
-12% -$42.7K 0.34% 51
2022
Q4 		$351K Sell
23,319
-330
-1% -$5K 0.39% 51
2022
Q3 		$334K Buy
+23,649
New +$371K 0.4% 51
2022
Q1 		$557K Sell
15,570
-15,564
-50% -$276K 0.56% 42
2021
Q4 		$591K Buy
31,134
+1,974
+7% +$36.5K 0.59% 42
2021
Q3 		$506K Buy
29,160
+2,958
+11% +$52.8K 0.54% 43
2021
Q2 		$454K Sell
26,202
-1,230
-4% -$20.8K 0.45% 48
2021
Q1 		$439K Sell
27,432
-3,210
-10% -$50.3K 0.49% 45
2020
Q4 		$464K Buy
30,642
+9,150
+43% +$131K 0.55% 43
2020
Q3 		$289K Buy
21,492
+522
+2% +$6.94K 0.4% 51
2020
Q2 		$259K Sell
20,970
-9,198
-30% -$107K 0.34% 51
2020
Q1 		$308K Buy
30,168
+4,134
+16% +$50.2K 0.42% 45
2019
Q4 		$333K Buy
26,034
+3,702
+17% +$45.4K 0.32% 52
2019
Q3 		$264K Buy
22,332
+4,950
+28% +$58.3K 0.25% 56
2019
Q2 		$203K Buy
+17,382
New +$200K 0.18% 56

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Lesa Sroufe & Co's SCHX Position: Q3 2026 in Review

Lesa Sroufe & Co increased its Schwab US Large- Cap ETF (SCHX) stake by 0.45% in Q3 2026, buying an estimated $1.05K and bringing the position to 7,866 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #58.

Lesa Sroufe & Co first reported a position in SCHX in Q2 2019 and has held it in 27 quarters since. The position peaked at $591K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Lesa Sroufe & Co held 7,866 shares of Schwab US Large- Cap ETF worth $236K as of Q3 2026.
  • Lesa Sroufe & Co bought 35 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.05K.
  • Schwab US Large- Cap ETF made up 0.16% of Lesa Sroufe & Co's portfolio in Q3 2026, its #58 holding.
  • Lesa Sroufe & Co first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • Lesa Sroufe & Co's Schwab US Large- Cap ETF position peaked at $591K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Lesa Sroufe & Co's 13F filing for Q3 2026, filed 29 Oct 2026.