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OpenArc Corporate Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

OpenArc Corporate Advisory’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 		$1.14M Buy
38,675
+6,271
+19% +$179K 0.01% 321
2026
Q1 		$831K Buy
32,404
+175
+0.5% +$4.69K 0.01% 346
2025
Q4 		$867K Buy
+32,229
New +$861K 0.01% 315

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

OpenArc Corporate Advisory's SCHX Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q2 2026, buying an estimated $179K and bringing the position to 38,675 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #321.

OpenArc Corporate Advisory first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • OpenArc Corporate Advisory held 38,675 shares of Schwab US Large- Cap ETF worth $1.14M as of Q2 2026.
  • OpenArc Corporate Advisory bought 6,271 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $179K.
  • Schwab US Large- Cap ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #321 holding.
  • OpenArc Corporate Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.