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

Nottingham 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 		$2.51M Sell
85,819
-7,768
-8% -$222K 0.3% 42
2026
Q1 		$2.4M Sell
93,587
-2,724
-3% -$73.1K 0.31% 40
2025
Q4 		$2.59M Sell
96,311
-35,224
-27% -$941K 0.36% 40
2025
Q3 		$3.46M Sell
131,535
-11,089
-8% -$282K 0.48% 34
2025
Q2 		$3.49M Sell
142,624
-38,500
-21% -$870K 0.52% 34
2025
Q1 		$4M Sell
181,124
-151,214
-46% -$3.52M 0.61% 33
2024
Q4 		$7.7M Sell
332,338
-70,463
-17% -$1.64M 0.98% 25
2024
Q3 		$9.11M Sell
402,801
-106,128
-21% -$2.31M 1.01% 25
2024
Q2 		$10.9M Sell
508,929
-22,710
-4% -$469K 1.29% 24
2024
Q1 		$11M Sell
531,639
-13,245
-2% -$261K 1.35% 23
2023
Q4 		$10.2M Buy
544,884
+31,893
+6% +$560K 1.43% 22
2023
Q3 		$8.65M Sell
512,991
-7,602
-1% -$133K 1.34% 20
2023
Q2 		$9.09M Buy
520,593
+32,049
+7% +$529K 1.19% 22
2023
Q1 		$7.88M Sell
488,544
-61,611
-11% -$970K 1.05% 24
2022
Q4 		$8.28M Sell
550,155
-20,676
-4% -$313K 1.12% 26
2022
Q3 		$8.06M Sell
570,831
-8,832
-2% -$139K 1.16% 27
2022
Q2 		$8.63M Buy
+579,663
New +$9.39M 1.17% 27
2015
Q3 		– Sell
-32,280
Closed -$265K – 96
2015
Q2 		$265K Sell
32,280
-17,196
-35% -$144K 0.04% 84
2015
Q1 		$409K Sell
49,476
-1,205,160
-96% -$9.92M 0.07% 71
2014
Q4 		$10.2M Buy
1,254,636
+898,602
+252% +$7.18M 2.58% 13
2014
Q3 		$2.79M Buy
+356,034
New +$2.8M 0.97% 21

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

Nottingham Advisors's SCHX Position: Q2 2026 in Review

Nottingham Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.3% in Q2 2026, selling an estimated $222K and leaving 85,819 shares worth $2.51M. The position accounts for 0.3% of the portfolio, ranked #42.

Nottingham Advisors first reported a position in SCHX in Q3 2014 and has held it in 21 quarters since. The position peaked at $11M in Q1 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Nottingham Advisors held 85,819 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
  • Nottingham Advisors sold 7,768 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $222K.
  • Schwab US Large- Cap ETF made up 0.3% of Nottingham Advisors's portfolio in Q2 2026, its #42 holding.
  • Nottingham Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 21 quarters since.
  • Nottingham Advisors's Schwab US Large- Cap ETF position peaked at $11M in Q1 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.