Main Street Research’s Schwab US Large- Cap ETF SCHX Stock Holding History

Main Street Research’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	$289K	Sell	9,835 -800	-8%	-$22.8K	0.01%	116
2026 Q1	$273K	Buy	10,635 +800	+8%	+$21.5K	0.02%	115
2025 Q4	$265K	Sell	9,835 -4,696	-32%	-$125K	0.02%	113
2025 Q3	$383K	Buy	14,531 +3,633	+33%	+$92.3K	0.02%	95
2025 Q2	$266K	Buy	+10,898	New	+$246K	0.02%	103
2025 Q1	–	Sell	-10,689	Closed	-$248K	–	122
2024 Q4	$248K	Buy	+10,689	New	+$249K	0.02%	98
2024 Q3	–	Sell	-11,400	Closed	-$245K	–	114
2024 Q2	$245K	Sell	11,400 -804	-7%	-$16.6K	0.02%	86
2024 Q1	$252K	Buy	+12,204	New	+$240K	0.02%	90
2021 Q1	–	Sell	-15,606	Closed	-$237K	–	140
2020 Q4	$237K	Buy	+15,606	New	+$223K	0.03%	109

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Main Street Research's SCHX Position: Q2 2026 in Review

Main Street Research reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.5% in Q2 2026, selling an estimated $22.8K and leaving 9,835 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #116.

Main Street Research first reported a position in SCHX in Q4 2020 and has held it in 9 quarters since. The position peaked at $383K in Q3 2025. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Main Street Research held 9,835 shares of Schwab US Large- Cap ETF worth $289K as of Q2 2026.
Main Street Research sold 800 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $22.8K.
Schwab US Large- Cap ETF made up 0.01% of Main Street Research's portfolio in Q2 2026, its #116 holding.
Main Street Research first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 9 quarters since.
Main Street Research's Schwab US Large- Cap ETF position peaked at $383K in Q3 2025.
781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.