Pacific Capital Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pacific Capital Wealth 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	$3.93M	Sell	133,524 -9,348	-7%	-$267K	0.59%	20
2026 Q1	$3.66M	Sell	142,872 -1,881	-1%	-$50.5K	0.62%	21
2025 Q4	$3.9M	Sell	144,753 -1,950	-1%	-$52.1K	0.67%	20
2025 Q3	$3.86M	Sell	146,703 -6,099	-4%	-$155K	0.67%	20
2025 Q2	$3.76M	Sell	152,802 -201,102	-57%	-$4.55M	0.69%	19
2025 Q1	$7.81M	Buy	353,904 +4,406	+1%	+$103K	1.35%	14
2024 Q4	$8.1M	Sell	349,498 -14,060	-4%	-$328K	1.35%	14
2024 Q3	$8.22M	Sell	363,558 -18,696	-5%	-$407K	1.38%	15
2024 Q2	$8.19M	Sell	382,254 -1,266	-0.3%	-$26.2K	1.49%	14
2024 Q1	$7.93M	Sell	383,520 -3,177	-0.8%	-$62.5K	1.87%	13
2023 Q4	$7.27M	Sell	386,697 -2,376	-0.6%	-$41.7K	1.84%	12
2023 Q3	$6.56M	Sell	389,073 -1,950	-0.5%	-$34.2K	1.84%	13
2023 Q2	$6.83M	Sell	391,023 -20,877	-5%	-$345K	1.73%	15
2023 Q1	$6.64M	Sell	411,900 -5,943	-1%	-$93.5K	1.71%	15
2022 Q4	$6.29M	Sell	417,843 -131,613	-24%	-$1.99M	1.63%	16
2022 Q3	$7.76M	Sell	549,456 -89,973	-14%	-$1.41M	2.11%	13
2022 Q2	$9.52M	Sell	639,429 -1,731	-0.3%	-$28K	2.64%	10
2022 Q1	$11.5M	Sell	641,160 -1,266	-0.2%	-$22.4K	3.29%	10
2021 Q4	$12.2M	Sell	642,426 -2,562	-0.4%	-$47.3K	3.51%	8
2021 Q3	$11.2M	Buy	644,988 +78,186	+14%	+$1.39M	3.55%	9
2021 Q2	$9.82M	Sell	566,802 -7,980	-1%	-$135K	4.94%	3
2021 Q1	$9.2M	Sell	574,782 -185,046	-24%	-$2.9M	5.12%	3
2020 Q4	$11.5M	Buy	759,828 +6,492	+0.9%	+$92.9K	6.55%	3
2020 Q3	$10.1M	Buy	753,336 +16,068	+2%	+$213K	6.02%	3
2020 Q2	$9.11M	Sell	737,268 -384	-0.1%	-$4.47K	6.18%	4
2020 Q1	$7.53M	Buy	737,652 +18,792	+3%	+$228K	5.69%	5
2019 Q4	$9.2M	Buy	+718,860	New	+$8.81M	6.14%	2

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHX Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.5% in Q2 2026, selling an estimated $267K and leaving 133,524 shares worth $3.93M. The position accounts for 0.59% of the portfolio, ranked #20.

Pacific Capital Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2021. 367 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Pacific Capital Wealth Advisors held 133,524 shares of Schwab US Large- Cap ETF worth $3.93M as of Q2 2026.
Pacific Capital Wealth Advisors sold 9,348 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $267K.
Schwab US Large- Cap ETF made up 0.59% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's Schwab US Large- Cap ETF position peaked at $12.2M in Q4 2021.
367 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.