Morton Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Morton Capital Management’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	$616K	Buy	20,945 +127	+0.6%	+$3.63K	0.08%	75
2026 Q1	$534K	Buy	20,818 +6	+0%	+$161	0.08%	73
2025 Q4	$560K	Buy	20,812 +5	+0%	+$134	0.09%	68
2025 Q3	$548K	Buy	20,807 +1,068	+5%	+$27.1K	0.09%	70
2025 Q2	$482K	Buy	19,739 +5	+0%	+$113	0.09%	73
2025 Q1	$436K	Sell	19,734 -387	-2%	-$9.01K	0.08%	73
2024 Q4	$466K	Sell	20,121 -1,056	-5%	-$24.6K	0.09%	72
2024 Q3	$479K	Sell	21,177 -150	-0.7%	-$3.27K	0.09%	69
2024 Q2	$457K	Sell	21,327 -81	-0.4%	-$1.67K	0.11%	62
2024 Q1	$443K	Sell	21,408 -255	-1%	-$5.02K	0.12%	65
2023 Q4	$407K	Buy	21,663 +3,675	+20%	+$64.5K	0.12%	65
2023 Q3	$303K	Buy	17,988 +2,517	+16%	+$44.2K	0.11%	70
2023 Q2	$270K	Hold	15,471	–	–	0.09%	75
2023 Q1	$249K	Buy	+15,471	New	+$243K	0.09%	74
2022 Q2	–	Sell	-12,870	Closed	-$231K	–	90
2022 Q1	$231K	Hold	12,870	–	–	0.09%	75
2021 Q4	$244K	Buy	+12,870	New	+$238K	0.1%	78

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

Morton Capital Management's SCHX Position: Q2 2026 in Review

Morton Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.61% in Q2 2026, buying an estimated $3.63K and bringing the position to 20,945 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #75.

Morton Capital Management first reported a position in SCHX in Q4 2021 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Morton Capital Management held 20,945 shares of Schwab US Large- Cap ETF worth $616K as of Q2 2026.
Morton Capital Management bought 127 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.63K.
Schwab US Large- Cap ETF made up 0.08% of Morton Capital Management's portfolio in Q2 2026, its #75 holding.
Morton Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 16 quarters since.
530 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.