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

One 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 		$596K Hold
23,263
– – 0.02% 362
2026
Q1 		$596K Buy
23,263
+6,609
+40% +$177K 0.02% 358
2025
Q4 		$448K Sell
16,654
-17,040
-51% -$455K 0.01% 398
2025
Q3 		$888K Buy
33,694
+9,507
+39% +$241K 0.03% 291
2025
Q2 		$591K Sell
24,187
-108,158
-82% -$2.45M 0.02% 344
2025
Q1 		$2.92M Sell
132,345
-1,304
-1% -$30.4K 0.1% 146
2024
Q4 		$3.1M Sell
133,649
-5,059
-4% -$118K 0.1% 139
2024
Q3 		$3.14M Sell
138,708
-576
-0.4% -$12.6K 0.1% 141
2024
Q2 		$2.98M Sell
139,284
-1,674
-1% -$34.6K 0.1% 146
2024
Q1 		$2.92M Sell
140,958
-2,514
-2% -$49.5K 0.11% 129
2023
Q4 		$2.7M Sell
143,472
-2,985
-2% -$52.4K 0.11% 138
2023
Q3 		$2.47M Buy
146,457
+777
+0.5% +$13.6K 0.11% 135
2023
Q2 		$2.54M Buy
145,680
+11,796
+9% +$195K 0.12% 132
2023
Q1 		$2.16M Sell
133,884
-467,010
-78% -$7.35M 0.11% 138
2022
Q4 		$9.04M Sell
600,894
-232,977
-28% -$3.53M 0.48% 56
2022
Q3 		$11.8M Sell
833,871
-180,315
-18% -$2.83M 0.69% 44
2022
Q2 		$15.1M Sell
1,014,186
-1,056,978
-51% -$17.1M 0.9% 38
2022
Q1 		$37.2M Buy
2,071,164
+2,006,556
+3,106% +$35.5M 1.97% 12
2021
Q4 		$1.23M Buy
64,608
+4,656
+8% +$86K 0.09% 121
2021
Q3 		$1.04M Sell
59,952
-4,968
-8% -$88.6K 0.09% 126
2021
Q2 		$1.12M Sell
64,920
-6,726
-9% -$113K 0.1% 121
2021
Q1 		$1.15M Sell
71,646
-11,742
-14% -$184K 0.13% 102
2020
Q4 		$1.26M Buy
83,388
+57,012
+216% +$816K 0.15% 98
2020
Q3 		$354K Sell
26,376
-270
-1% -$3.59K 0.05% 133
2020
Q2 		$329K Sell
26,646
-6
-0% -$70 0.05% 144
2020
Q1 		$272K Sell
26,652
-2,586
-9% -$31.4K 0.05% 166
2019
Q4 		$374K Sell
29,238
-1,800
-6% -$22.1K 0.06% 128
2019
Q3 		$367K Hold
31,038
– – 0.06% 131
2019
Q2 		$363K Sell
31,038
-360
-1% -$4.13K 0.06% 137
2019
Q1 		$354K Sell
31,398
-102
-0.3% -$1.1K 0.06% 134
2018
Q4 		$313K Hold
31,500
– – 0.06% 135
2018
Q3 		$365K Hold
31,500
– – 0.07% 125
2018
Q2 		$341K Hold
31,500
– – 0.06% 132
2018
Q1 		$331K Sell
31,500
-192
-0.6% -$2.09K 0.07% 124
2017
Q4 		$337K Sell
31,692
-330
-1% -$3.42K 0.07% 120
2017
Q3 		$320K Sell
32,022
-7,488
-19% -$73.5K 0.07% 124
2017
Q2 		$380K Sell
39,510
-10,290
-21% -$98.2K 0.11% 98
2017
Q1 		$467K Sell
49,800
-1,890
-4% -$17.5K 0.15% 89
2016
Q4 		$459K Sell
51,690
-960
-2% -$8.34K 0.15% 91
2016
Q3 		$453K Sell
52,650
-34,716
-40% -$298K 0.15% 92
2016
Q2 		$725K Buy
87,366
+17,886
+26% +$147K 0.25% 81
2016
Q1 		$566 Buy
69,480
+900
+1% +$6.95K 0.02% 84
2015
Q4 		$555K Sell
68,580
-1,926
-3% -$15.7K 0.19% 91
2015
Q3 		$537K Sell
70,506
-11,334
-14% -$91.7K 0.2% 92
2015
Q2 		$673K Buy
81,840
+2,628
+3% +$22.1K 0.19% 99
2015
Q1 		$654K Buy
79,212
+17,580
+29% +$145K 0.2% 99
2014
Q4 		$504K Sell
61,632
-11,244
-15% -$89.9K 0.19% 96
2014
Q3 		$571K Buy
72,876
+3,714
+5% +$29.2K 0.2% 94
2014
Q2 		$540K Buy
69,162
+2,922
+4% +$22.1K 0.22% 97
2014
Q1 		$494K Buy
+66,240
New +$485K 0.19% 102

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

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

One Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 23,263 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #362.

One Capital Management first reported a position in SCHX in Q1 2014 and has held it in 50 quarters since. The position peaked at $37.2M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • One Capital Management held 23,263 shares of Schwab US Large- Cap ETF worth $596K as of Q2 2026.
  • One Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of One Capital Management's portfolio in Q2 2026, its #362 holding.
  • One Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 50 quarters since.
  • One Capital Management's Schwab US Large- Cap ETF position peaked at $37.2M in Q1 2022.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.