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

Palouse 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 		$345K Sell
11,732
-923
-7% -$26.4K 0.22% 61
2026
Q1 		$324K Sell
12,655
-187
-1% -$5.02K 0.21% 63
2025
Q4 		$346K Buy
12,842
+59
+0.5% +$1.58K 0.22% 63
2025
Q3 		$337K Sell
12,783
-321
-2% -$8.15K 0.21% 62
2025
Q2 		$320K Buy
13,104
+14
+0.1% +$317 0.21% 59
2025
Q1 		$289K Sell
13,090
-14
-0.1% -$326 0.2% 60
2024
Q4 		$304K Buy
13,104
+261
+2% +$6.08K 0.2% 64
2024
Q3 		$290K Sell
12,843
-102
-0.8% -$2.22K 0.18% 62
2024
Q2 		$277K Buy
12,945
+78
+0.6% +$1.61K 0.19% 61
2024
Q1 		$266K Sell
12,867
-5,121
-28% -$101K 0.18% 61
2023
Q4 		$338K Buy
17,988
+381
+2% +$6.69K 0.24% 66
2023
Q3 		$297K Sell
17,607
-3,135
-15% -$55K 0.22% 66
2023
Q2 		$362K Sell
20,742
-1,569
-7% -$25.9K 0.25% 65
2023
Q1 		$360K Buy
22,311
+252
+1% +$3.97K 0.24% 65
2022
Q4 		$6.23M Buy
22,059
+5,880
+36% +$89K 0.43% 57
2022
Q3 		$228K Buy
16,179
+2,403
+17% +$37.7K 0.13% 72
2022
Q2 		$205K Sell
13,776
-306
-2% -$4.96K 0.1% 76
2022
Q1 		$253K Sell
14,082
-4,200
-23% -$74.4K 0.11% 82
2021
Q4 		$347K Sell
18,282
-624
-3% -$11.5K 0.15% 74
2021
Q3 		$328K Sell
18,906
-966
-5% -$17.2K 0.15% 70
2021
Q2 		$344K Sell
19,872
-732
-4% -$12.3K 0.15% 68
2021
Q1 		$330K Sell
20,604
-2,988
-13% -$46.8K 0.15% 66
2020
Q4 		$358K Buy
23,592
+150
+0.6% +$2.15K 0.19% 65
2020
Q3 		$315K Hold
23,442
– – 0.18% 63
2020
Q2 		$290K Buy
23,442
+696
+3% +$8.11K 0.15% 59
2020
Q1 		$232K Buy
22,746
+114
+0.5% +$1.39K 0.14% 62
2019
Q4 		$290K Sell
22,632
-438
-2% -$5.37K 0.11% 63
2019
Q3 		$273K Sell
23,070
-594
-3% -$7K 0.1% 75
2019
Q2 		$277K Hold
23,664
– – 0.1% 73
2019
Q1 		$267K Buy
23,664
+1,854
+9% +$20.1K 0.1% 75
2018
Q4 		$217K Buy
21,810
+1,170
+6% +$12.6K 0.09% 87
2018
Q3 		$239K Buy
+20,640
New +$235K 0.08% 96
2018
Q2 		– Sell
-19,710
Closed -$207K – 109
2018
Q1 		$207K Sell
19,710
-978
-5% -$10.6K 0.07% 99
2017
Q4 		$220K Sell
20,688
-846
-4% -$8.76K 0.07% 93
2017
Q3 		$215K Hold
21,534
– – 0.07% 103
2017
Q2 		$207K Sell
21,534
-264
-1% -$2.52K 0.08% 96
2017
Q1 		$204K Buy
+21,798
New +$202K 0.08% 95

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Palouse Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.3% in Q2 2026, selling an estimated $26.4K and leaving 11,732 shares worth $345K. The position accounts for 0.22% of the portfolio, ranked #61.

Palouse Capital Management first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.23M in Q4 2022. 868 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Palouse Capital Management held 11,732 shares of Schwab US Large- Cap ETF worth $345K as of Q2 2026.
  • Palouse Capital Management sold 923 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $26.4K.
  • Schwab US Large- Cap ETF made up 0.22% of Palouse Capital Management's portfolio in Q2 2026, its #61 holding.
  • Palouse Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Palouse Capital Management's Schwab US Large- Cap ETF position peaked at $6.23M in Q4 2022.
  • 868 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.