MA
SCHX icon

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

Modus 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 		$398K Hold
13,526
– – 0.1% 101
2026
Q1 		$347K Hold
13,526
– – 0.1% 97
2025
Q4 		$364K Sell
13,526
-230
-2% -$6.14K 0.1% 98
2025
Q3 		$362K Hold
13,756
– – 0.1% 99
2025
Q2 		$336K Sell
13,756
-1,500
-10% -$33.9K 0.1% 96
2025
Q1 		$337K Sell
15,256
-666
-4% -$15.5K 0.11% 92
2024
Q4 		$369K Sell
15,922
-818
-5% -$19.1K 0.12% 95
2024
Q3 		$379K Hold
16,740
– – 0.12% 97
2024
Q2 		$359K Hold
16,740
– – 0.13% 90
2024
Q1 		$346K Sell
16,740
-720
-4% -$14.2K 0.13% 91
2023
Q4 		$328K Sell
17,460
-990
-5% -$17.4K 0.13% 89
2023
Q3 		$311K Sell
18,450
-2,916
-14% -$51.2K 0.14% 90
2023
Q2 		$373K Sell
21,366
-3,819
-15% -$63.1K 0.16% 79
2023
Q1 		$406K Sell
25,185
-1,824
-7% -$28.7K 0.19% 73
2022
Q4 		$406K Sell
27,009
-53,850
-67% -$815K 0.2% 74
2022
Q3 		$1.14M Sell
80,859
-978
-1% -$15.3K 0.6% 52
2022
Q2 		$1.22M Buy
81,837
+4,416
+6% +$71.6K 0.62% 52
2022
Q1 		$1.39M Sell
77,421
-4,227
-5% -$74.8K 0.61% 54
2021
Q4 		$1.55M Sell
81,648
-4,476
-5% -$82.7K 0.66% 49
2021
Q3 		$1.49M Sell
86,124
-1,386
-2% -$24.7K 0.65% 53
2021
Q2 		$1.52M Buy
87,510
+7,488
+9% +$126K 0.64% 52
2021
Q1 		$1.28M Buy
80,022
+4,698
+6% +$73.6K 0.59% 52
2020
Q4 		$1.14M Sell
75,324
-3,126
-4% -$44.7K 0.59% 49
2020
Q3 		$1.05M Buy
78,450
+16,830
+27% +$224K 0.61% 51
2020
Q2 		$761K Buy
61,620
+39,366
+177% +$459K 0.5% 51
2020
Q1 		$227K Sell
22,254
-132
-0.6% -$1.6K 0.21% 60
2019
Q4 		$287K Buy
+22,386
New +$274K 0.23% 58

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

Modus Advisors's SCHX Position: Q2 2026 in Review

Modus Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 13,526 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #101.

Modus Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Modus Advisors held 13,526 shares of Schwab US Large- Cap ETF worth $398K as of Q2 2026.
  • Modus Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Modus Advisors's portfolio in Q2 2026, its #101 holding.
  • Modus Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Modus Advisors's Schwab US Large- Cap ETF position peaked at $1.55M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.