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

Millennium Capital 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 		$1.75M Sell
59,559
-248
-0.4% -$7.08K 0.96% 21
2026
Q1 		$1.53M Sell
59,807
-1,697
-3% -$45.5K 0.94% 22
2025
Q4 		$1.66M Sell
61,504
-442
-0.7% -$11.8K 0.98% 23
2025
Q3 		$1.63M Sell
61,946
-1,774
-3% -$45K 0.99% 22
2025
Q2 		$1.56M Sell
63,720
-597
-0.9% -$13.5K 1.04% 21
2025
Q1 		$1.42M Sell
64,317
-1,877
-3% -$43.7K 1.05% 24
2024
Q4 		$1.53M Buy
66,194
+527
+0.8% +$12.3K 1.05% 23
2024
Q3 		$1.49M Sell
65,667
-19,635
-23% -$428K 0.97% 25
2024
Q2 		$1.83M Buy
85,302
+1,497
+2% +$30.9K 1.21% 16
2024
Q1 		$1.73M Buy
83,805
+3,609
+5% +$71K 1.23% 20
2023
Q4 		$1.51M Sell
80,196
-795
-1% -$14K 1.15% 20
2023
Q3 		$1.37M Sell
80,991
-597
-0.7% -$10.5K 1.17% 22
2023
Q2 		$1.42M Buy
81,588
+4,941
+6% +$81.6K 1.17% 20
2023
Q1 		$1.24M Buy
76,647
+2,181
+3% +$34.3K 1.11% 21
2022
Q4 		$1.12M Sell
74,466
-519
-0.7% -$7.86K 1.13% 21
2022
Q3 		$1.06M Sell
74,985
-1,482
-2% -$23.3K 1.12% 22
2022
Q2 		$1.14M Sell
76,467
-801
-1% -$13K 1.11% 21
2022
Q1 		$1.39M Sell
77,268
-1,728
-2% -$30.6K 1.12% 22
2021
Q4 		$1.5M Buy
+78,996
New +$1.46M 1.17% 22

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

Millennium Capital Advisors's SCHX Position: Q2 2026 in Review

Millennium Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.41% in Q2 2026, selling an estimated $7.08K and leaving 59,559 shares worth $1.75M. The position accounts for 0.96% of the portfolio, ranked #21.

Millennium Capital Advisors first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q2 2024. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Millennium Capital Advisors held 59,559 shares of Schwab US Large- Cap ETF worth $1.75M as of Q2 2026.
  • Millennium Capital Advisors sold 248 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.08K.
  • Schwab US Large- Cap ETF made up 0.96% of Millennium Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Millennium Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Millennium Capital Advisors's Schwab US Large- Cap ETF position peaked at $1.83M in Q2 2024.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.