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

Note 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 		$203K Buy
+6,887
New +$197K 0.09% 85

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

Note Advisors's SCHX Position: Q2 2026 in Review

Note Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 6,887 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Note Advisors held 6,887 shares of Schwab US Large- Cap ETF worth $203K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Note Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.09% of Note Advisors's portfolio in Q2 2026, its #85 holding.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.