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

Operose 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 		$169K Hold
5,740
– – 0.03% 188
2026
Q1 		$147K Hold
5,740
– – 0.03% 175
2025
Q4 		$154K Hold
5,740
– – 0.04% 180
2025
Q3 		$151K Hold
5,740
– – 0.04% 169
2025
Q2 		$140K Buy
5,740
+4,006
+231% +$90.6K 0.04% 157
2025
Q1 		$38.3K Hold
1,734
– – 0.01% 233
2024
Q4 		$40.2K Hold
1,734
– – 0.01% 225
2024
Q3 		$39.2K Hold
1,734
– – 0.01% 300
2024
Q2 		$37.1K Sell
1,734
-450
-21% -$9.3K 0.01% 272
2024
Q1 		$45.2K Buy
+2,184
New +$43K 0.02% 254

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

Operose Advisors's SCHX Position: Q2 2026 in Review

Operose Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 5,740 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #188.

Operose Advisors first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Operose Advisors held 5,740 shares of Schwab US Large- Cap ETF worth $169K as of Q2 2026.
  • Operose Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Operose Advisors's portfolio in Q2 2026, its #188 holding.
  • Operose Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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