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Money Concepts Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Money Concepts Capital’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 		$734K Buy
24,934
+82
+0.3% +$2.34K 0.03% 359
2026
Q1 		$637K Buy
24,852
+10,689
+75% +$287K 0.04% 346
2025
Q4 		$381K Buy
14,163
+501
+4% +$13.4K 0.02% 392
2025
Q3 		$360K Buy
13,662
+150
+1% +$3.81K 0.02% 361
2025
Q2 		$330K Buy
13,512
+55
+0.4% +$1.24K 0.02% 359
2025
Q1 		$297K Sell
13,457
-96,444
-88% -$2.25M 0.02% 356
2024
Q4 		$2.55M Buy
109,901
+96,350
+711% +$2.25M 0.19% 125
2024
Q3 		$306K Sell
13,551
-137,493
-91% -$3M 0.02% 345
2024
Q2 		$3.23M Buy
151,044
+137,268
+996% +$2.84M 0.27% 86
2024
Q1 		$285K Buy
+13,776
New +$271K 0.03% 341
2023
Q1 		– Sell
-8,424
Closed -$127K – 2465
2022
Q4 		$127K Buy
8,424
+1,584
+23% +$24K 0.01% 877
2022
Q3 		$97K Sell
6,840
-10,314
-60% -$162K 0.01% 582
2022
Q2 		$258K Sell
17,154
-6,786
-28% -$110K 0.02% 361
2022
Q1 		$430K Sell
23,940
-26,400
-52% -$467K 0.02% 487
2021
Q4 		$955K Buy
+50,340
New +$930K 0.08% 215
2021
Q1 		$571K Hold
35,700
– – 0.05% 296
2020
Q4 		$541K Buy
+35,700
New +$511K 0.05% 272

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

Money Concepts Capital's SCHX Position: Q2 2026 in Review

Money Concepts Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.33% in Q2 2026, buying an estimated $2.34K and bringing the position to 24,934 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #359.

Money Concepts Capital first reported a position in SCHX in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.23M in Q2 2024. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Money Concepts Capital held 24,934 shares of Schwab US Large- Cap ETF worth $734K as of Q2 2026.
  • Money Concepts Capital bought 82 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.34K.
  • Schwab US Large- Cap ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #359 holding.
  • Money Concepts Capital first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Money Concepts Capital's Schwab US Large- Cap ETF position peaked at $3.23M in Q2 2024.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.