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Meridian Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Meridian Investment Counsel’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 		$226K Buy
+7,690
New +$220K 0.05% 233
2026
Q1 		– Sell
-7,742
Closed -$208K – 247
2025
Q4 		$208K Buy
7,742
+8
+0.1% +$214 0.05% 233
2025
Q3 		$204K Sell
7,734
-2,926
-27% -$74.3K 0.05% 225
2025
Q2 		$261K Buy
10,660
+821
+8% +$18.6K 0.07% 203
2025
Q1 		$217K Buy
9,839
+8
+0.1% +$186 0.06% 206
2024
Q4 		$228K Sell
9,831
-1,848
-16% -$43.1K 0.07% 202
2024
Q3 		$264K Buy
11,679
+15
+0.1% +$327 0.08% 184
2024
Q2 		$250K Hold
11,664
– – 0.08% 190
2024
Q1 		$241K Buy
+11,664
New +$230K 0.08% 190

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Meridian Investment Counsel's SCHX Position: Q2 2026 in Review

Meridian Investment Counsel opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,690 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: Meridian Investment Counsel previously reported a position in SCHX as recently as Q4 2025.

Meridian Investment Counsel first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $264K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Meridian Investment Counsel held 7,690 shares of Schwab US Large- Cap ETF worth $226K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Meridian Investment Counsel position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Meridian Investment Counsel's portfolio in Q2 2026, its #233 holding.
  • Meridian Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Meridian Investment Counsel's Schwab US Large- Cap ETF position peaked at $264K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.