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NorthAvenue LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

NorthAvenue LLC’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 		$2.27K Buy
+77
New +$2.2K ﹤0.01% 214

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

NorthAvenue LLC's SCHX Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 77 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings.

424 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • NorthAvenue LLC held 77 shares of Schwab US Large- Cap ETF worth $2.27K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new NorthAvenue LLC position in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #214 holding.
  • 424 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.