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LexAurum Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

LexAurum Advisors’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 		$622K Sell
21,122
-839
-4% -$24K 0.07% 207
2026
Q1 		$563K Buy
+21,961
New +$589K 0.07% 207
2025
Q3 		$434K Sell
16,476
-3,025
-16% -$76.8K 0.06% 227
2025
Q2 		$477K Buy
19,501
+1,908
+11% +$43.1K 0.08% 203
2025
Q1 		$388K Buy
17,593
+1,003
+6% +$23.3K 0.07% 226
2024
Q4 		$385K Buy
+16,590
New +$387K 0.08% 220

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

LexAurum Advisors's SCHX Position: Q2 2026 in Review

LexAurum Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $24K and leaving 21,122 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #207.

LexAurum Advisors first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • LexAurum Advisors held 21,122 shares of Schwab US Large- Cap ETF worth $622K as of Q2 2026.
  • LexAurum Advisors sold 839 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24K.
  • Schwab US Large- Cap ETF made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #207 holding.
  • LexAurum Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.