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

Narwhal 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	$384K	Buy	13,033 +1,002	+8%	+$28.6K	0.03%	133
2026 Q1	$308K	Sell	12,031 -73	-0.6%	-$1.96K	0.02%	145
2025 Q4	$326K	Buy	12,104 +1,013	+9%	+$27.1K	0.02%	140
2025 Q3	$292K	Sell	11,091 -1,088	-9%	-$27.6K	0.02%	148
2025 Q2	$298K	Sell	12,179 -546	-4%	-$12.3K	0.02%	144
2025 Q1	$281K	Buy	12,725 +2,816	+28%	+$65.6K	0.03%	149
2024 Q4	$230K	Sell	9,909 -390	-4%	-$9.09K	0.02%	154
2024 Q3	$233K	Buy	+10,299	New	+$224K	0.02%	155

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Narwhal Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 8.3% in Q2 2026, buying an estimated $28.6K and bringing the position to 13,033 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #133.

Narwhal Capital Management first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Narwhal Capital Management held 13,033 shares of Schwab US Large- Cap ETF worth $384K as of Q2 2026.
Narwhal Capital Management bought 1,002 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.6K.
Schwab US Large- Cap ETF made up 0.03% of Narwhal Capital Management's portfolio in Q2 2026, its #133 holding.
Narwhal Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.