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McAlister Sweet & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

McAlister Sweet & Associates’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 		$216K Buy
+7,343
New +$210K 0.12% 37
2025
Q2 		– Sell
-12,123
Closed -$268K – 32
2025
Q1 		$268K Buy
+12,123
New +$282K 0.2% 24
2024
Q4 		– Sell
-12,123
Closed -$274K – 30
2024
Q3 		$274K Hold
12,123
– – 0.23% 27
2024
Q2 		$260K Hold
12,123
– – 0.19% 28
2024
Q1 		$251K Hold
12,123
– – 0.2% 28
2023
Q4 		$228K Hold
12,123
– – 0.21% 29
2023
Q3 		$204K Sell
12,123
-2,112
-15% -$37.1K 0.17% 31
2023
Q2 		$248K Sell
14,235
-8,178
-36% -$135K 0.21% 27
2023
Q1 		$361K Sell
22,413
-1,440
-6% -$22.7K 0.4% 19
2022
Q4 		$359K Sell
23,853
-403,380
-94% -$6.11M 0.53% 17
2022
Q3 		$6.03M Buy
427,233
+402,924
+1,658% +$6.32M 6.45% 4
2022
Q2 		$362K Buy
24,309
+645
+3% +$10.5K 0.37% 27
2022
Q1 		$425K Sell
23,664
-72
-0.3% -$1.27K 0.45% 20
2021
Q4 		$450K Buy
+23,736
New +$438K 0.39% 24

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
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

McAlister Sweet & Associates's SCHX Position: Q2 2026 in Review

McAlister Sweet & Associates opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,343 shares worth $216K. The stake represents 0.12% of the portfolio and ranks #37 among its holdings. This is a return to the name: McAlister Sweet & Associates previously reported a position in SCHX as recently as Q1 2025.

McAlister Sweet & Associates first reported a position in SCHX in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.03M in Q3 2022. 498 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • McAlister Sweet & Associates held 7,343 shares of Schwab US Large- Cap ETF worth $216K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new McAlister Sweet & Associates position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.12% of McAlister Sweet & Associates's portfolio in Q2 2026, its #37 holding.
  • McAlister Sweet & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • McAlister Sweet & Associates's Schwab US Large- Cap ETF position peaked at $6.03M in Q3 2022.
  • 498 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.